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William Keating
Semiconductor & Technology Specialist
•
Ingenuity
Location:
Hong Kong
Joined:
11 August 2017
377
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bearish
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Intel Corp
•
26 Apr 2024 16:30
Intel. Just Check Back In Again In 2026
Q124 revenue $12.7 billion, -17.5% QoQ but +9% YoY. Q224 forecast of $13 billion, vague promise of full year YoY growth & capacity constraints on...
William Keating
294 Views
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bullish
•
Thematic (Sector/Industry)
•
25 Apr 2024 17:14
Q124 Tesla & Meta: Compare & Contrast
Tesla had a dismal Q1 but Musk told a fairy tale about RoboTaxis & Robots & markets rejoiced. Meta beat & raise but Zuckerberg told the truth about...
William Keating
221 Views
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bullish
•
Taiwan Semiconductor (TSMC)
•
20 Apr 2024 13:27
TSMC. How To Turn Chicken Salad Into Chicken Sh*t
TSMC beat & raised guidance, maintained FY outlook. Minor, unnecessary tinkering with semi and foundry forecasts plus confusion about the root...
William Keating
796 Views
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bearish
•
ASML Holding NV
•
19 Apr 2024 11:32
ASML. Maintaining 2024 Guidance Despite Sharp Decline In New Bookings
Q124 revenues of €5.3 billion, in line, -27% QoQ & -21% YoY. Q224 guidance of €5.95 billion, -23% YoY > H2 will must be ++ versus H1.New orders of...
William Keating
436 Views
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bullish
•
Thematic (Sector/Industry)
•
16 Apr 2024 10:39
Multiple Positive Catalysts Ahead Of Q124 Earnings Season
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments....
William Keating
266 Views
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