Fabricated Knowledge

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

Equity Long-Short, Semiconductors

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Bottom-Up

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<p>Alphawave reported last week.</p>
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<p>The results were not good; they were great.</p>
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<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>
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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.




Taiwan Semiconductor (TSMC) - ADR (TSM US)

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

Lasertec Corp

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