Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through. Infineon’s big news is that they, too, will be building one of the...
431 Views
Wolfspeed Inc.: Is The Silicon Carbide Breakthrough The Key to Future Growth? – Key Drivers
Wolfspeed delivered a strong result and managed an all-around beat in the last quarter. Wolfspeed had the first revenue from its Mohawk Valley...
357 Views
Wolfspeed Inc.: Initiation of Coverage – Recent Collaborations
This is our first report on semiconductors player, Wolfspeed. As a result of macroeconomic disruptions, Wolfspeed delivered a mixed result,...
67 Views
Earnings Quality Short Candidates: CELH, FTCH, WOLF, WMG
Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight CELH, FTCH, WOLF, WMG.
323 Views
Globetronics (GTB): Not Only Sensors but Also Laser Powered Auto Headlights
Globetronics Technology (GTB MK) does not only make sensors for smartphones and tablets, it also manufacture quartz crystal timing device and LED....
661 Views