AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
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Earnings Week of April 26th
TXN, NOD, TER, INTC, MXL, ASM, STM, ON, KLA, LRCX, VRT, Aixtron, MXL. This earnings post will be a bit less detailed than usual....
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AMD. It's A Marathon, Not A Sprint
Q124 revenues of $5.5 billion, -11% QoQ , +2% YoY. Q224 forecast $5.7 billion, +3.6% QoQ. Shares down 7% AH, down 35% from 52 week high. One senes...
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Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
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Upslope's Quarterly Investor Letter: Q1 2024
At the end of Q1, the overwhelming consensus – even among typically cautious types – was that investors needed to own stocks through at least the...
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