From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All?
From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All? For next six months, we like both Intel and Qualcomm more...
383 Views
Microchip Technology: How Their Latest Innovations Are Set to Dominate the Market! - Major Drivers
Microchip Technology, a leading provider of microcontroller and analogue semiconductors, reported its third quarter 2024 financial results which...
385 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
354 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
208 Views
KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
273 Views