AI Flow Index : Sailing a Sea of Companies in AI - Jun 1, 2026
The WTR AI Index rose 14.9% M/M, outpacing the S&P 500 (+5.1%), Russell 2000 (+4.3%), and Nasdaq (+10.5%), with every sector up double digits.
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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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KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
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Primer: Wolfspeed (WOLF US) - Apr 2026
Wolfspeed is a leading manufacturer of Silicon Carbide (SiC) and Gallium Nitride (GaN) wide-bandgap semiconductors, critical components for...
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