[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US
​China industry associations warn about sourcing US chips, limited impact on ACMR from entity-list, ZTO sees 32% yoy growth in parcel delivery volume.
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Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Another week of earnings. I will start with a summary and then go into specific bits from each company. I continue to like automotive,...
348 Views
Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
410 Views
Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD
This week will be a lightning-fast one. I need to cover a lot, so I’ll give high-level summaries instead of going deep unless necessary. I will be...
360 Views
Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
453 Views