Tesla's Problem Is Fading Demand, Not Disruptive Factory "Updates"
Tesla reports earnings this week: As I expected. Plunging market consensus estimates now approach my previously below market estimates for Q3...
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Tesla Cuts Prices of Top Models After Deliveries Fall
Tesla Inc. will have to sell a record number of cars in the fourth quarter to reach its goal for the year after third-quarter deliveries...
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Tesla Q3 Deliveries Are Looking Ugly
Market consensus estimates for Tesla's Q3 deliveries have been falling so hard and fast they now approach my formerly well below market estimate....
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Taiwan Tech Weekly: Strong TSMC & ASML Data Fails to Rally the Semiconductor Sector
Taiwan stocks dropped last week as potential new US tech restrictions for China loom, despite strong TSMC and ASML results. Apple ramping up...
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Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm
TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...
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