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....
143 Views
Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...
205 Views
Earnings Season Post (ANET, AMKR, RMBS, LSCC, AMD, Advantest, SLAB, QCOM, QRVO, ENTG, SITM...)
Another week in earnings, the big theme I can point out is the continued and persistent weakness in the Industrial market.
383 Views
Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations
As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...
331 Views
Global Emerging Markets Weekly: 17 September 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
289 Views