STMicroelectronics: Initiation of Coverage- An Insight Into Its Cost-Saving Initiatives & Financial Resilience!
STMicroelectronics reported its financial results for the fourth quarter and the fiscal year 2024, showcasing notable operational challenges...
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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...
520 Views
Ferrari: Classic Fisher Company, Almost Perfect Score on The Fisher 15 Framework
Ferrari is a classic Fisher stock. We analyze Ferrari based on the Fisher 15 criteria and find that it meets almost all criteria, implying it could...
686 Views
Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
​Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
299 Views
Semis Just Broke a Record. Why Did Nobody Notice?
​August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
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