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...
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Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)
Like last week, I will do a meta-level overview summary. That’s why I read these calls; to understand the whole, you must understand the parts....
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Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
522 Views
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
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Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
480 Views