Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>Welcome to the Halloween Earnings Edition. It's a spooky time in markets.</li><li>So far, there’s been a lot of volatility this earnings season, specifically around the Magnificent 7. Let’s discuss.</li><li>I won’t discuss each company specifically, but I will focus on the high-level capex commentary.</li></ul>

Welcome to the Halloween Earnings Edition. It's a spooky time in markets.So far, there’s been a lot of volatility this earnings season, specifically around the Magnificent 7. Let’s discuss.I won’t discuss each company specifically, but I will focus on the high-level capex commentary.

Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)

Equity Bottom-Up

<ul>
<li>
<p>Alphawave reported last week.</p>
</li>
<li>
<p>The results were not good; they were great.</p>
</li>
<li>
<p>I actually am excited to see Tony and the team execute like this. Bookings are growing, and while revenue has not come out yet, it seems very likely they will hit their 2023 revenue estimates.</p>
<div></div>
</li>
</ul>



Alphawave reported last week.


The results were not good; they were great.


I actually am excited to see Tony and the team execute like this. Bookings are growing, and while revenue has not come out yet, it seems very likely they will hit their 2023 revenue estimates.




Alphawave, TSMC and Lam Research Follow-up, DISCO and Lasertec

United Kingdom

Alphawave IP Group plc provides next generation wired connectivity technology, enabling data to travel faster, more reliably and using less power. The Company serves customers in digital infrastructure markets worldwide.

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52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
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Alphawave IP Group (AWE LN)

Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)

Welcome to the Halloween Earnings Edition. It's a spooky time in markets. So far, there’s been a lot of volatility this earnings season,...

Fabricated Knowledge

Alphawave, TSMC and Lam Research Follow-up, DISCO and Lasertec

Alphawave reported last week. The results were not good; they were great. I actually am excited to see Tony and the team execute like this....

Fabricated Knowledge

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)