RISC-V. Two Blue-Chip Names Betting Big On A Bright Future For The Upstart ISA
RISC-V has the potential to be seriously disruptive in the Automotive & FPGA segments, and that's just for starters. The floodgates are beginning...
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Commodity Comeback
S&P 5700 year-end target remains intact after breakout, copper and silver rally expected as dollar falls, semis leading tech with software to follow.
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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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Astera Labs IPO Valuation Analysis
Our base case valuation of Astera Labs is market cap of US$5.4 billion or target price of US$35.9 per share, which is 20% higher than high end of...
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Astera Labs IPO Preview
Astera Labs (ALAB US) is scheduled to debut its IPO on 20 March. The company is offering 17.8 million shares at a price of $27 to $30 per share.
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