ARM Holdings Q3 FY3/25 Earnings Review
Let’s Pretend Facts Don’t Matter.
Earnings Analysis
Qualcomm Q1 FY9/25 Earnings Review
As Everyone Knows, It’s All Over For Semiconductor
Skyworks Solutions Q1 FY9/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
AMD Q4 FY12/24 Earnings Review
Not Nvidia. That’s The Problem Here.
Lam Research Q2 FY6/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Palantir Q4 FY12/24 Earnings Review
More Reasons To Love Securities Markets
Tesla (TSLA) Q4 FY24 Earnings Review: Valuation Is For Losers (No Paywall)
"I see a path for Tesla being the most valuable company in the world by far, not even close...more than the next top five companies combined..." - Elon Musk, Q4 2024 Earnings Call.
Microsoft Q2 FY6/25 Earnings Review
No-One Likes Satya Anymore, It’s Official
Meta Platforms Q4 FY12/24 Earnings Review
DeepZuck
Apple Q4 FY9/24 Earnings Review
Once Bitten?