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...
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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...
214 Views
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...
762 Views
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...
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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....
265 Views