Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings Loom
From a growth forecast of >20% YoY just two months ago, Mobileye's 2024 is now pegged as a low-to-no growth year. Bad news for Infineon, ST Micro,...
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ARM IPO Breakdown
ARM prices this Wednesday and trades on Thursday. I have a lot of thoughts. This will be a great post if you want to learn about ARM. So, without...
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Pony AI IPO Lockup - US$4.3bn Lockup Release with Stock at 69x EV/Sales
Pony AI (PONY US) raised around US$260m in its upsized US ADR listing in Nov 2024. The lockup on its pre-IPO investors is set to expire soon.
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