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[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
Still concerned about stupidity war and macro.
Apr 30
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Intel is still cheap on price/book value.
Of all the vertical charts, this one is still worth chasing.
Apr 24
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[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze
Matt Murphy Redemption Arc?
Mar 6
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AAOI Probably Worth Chasing
Technical extrapolation of earnings call transcript.
Mar 1
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[Market Memo] Tower+GloFo Earnings, HBM4 Qualification Noise
Maybe none of the DRAM players know how to use high-speed probe setups.
Feb 12
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[2/26 Earnings Roundup] $LITE $COHR $SITM $QCOM $ARM
C H A O S
Feb 6
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Intel's Agentic Dumpster-Fire
A truly shit earnings print and conference call.
Jan 23
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Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH
HBM4 Base Die Cope --> Obvious Bullshit
Sep 26, 2025
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Synopsys is probably a buy.
Context on the over-reaction from SaaS tourists.
Sep 13, 2025
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Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Oracle and Synopsys earnings unhinged note.
Sep 10, 2025
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Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
Excessive extrapolation of two earnings call transcripts.
Aug 22, 2025
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Seppuku Inside
Intel threatens to commit suicide in official SEC filing.
Jul 25, 2025
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