AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
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Earnings Week of April 26th
TXN, NOD, TER, INTC, MXL, ASM, STM, ON, KLA, LRCX, VRT, Aixtron, MXL. This earnings post will be a bit less detailed than usual....
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Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors
Two in three Americans know little about IRA. The Inflation Reduction Act (“IRA”) took years in the making and will have material implications...
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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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Options Weekly: Bears Hedge Rallies as Earnings Season Drives Extreme PCR Readings
Earnings season forced options markets to extremes this week. Put/call ratios hit 52-week records across dozens of names - often in stocks...
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