May, 2024 Update
Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I also wanted to share some...
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Amazon 1Q'24 Update
Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.
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Alphabet 1Q'24 Update
Despite following Big Tech closely for the last 5 years, this sentence from today's call still somewhat surprised me! The scale and the height of...
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Meta 1Q'24 Update
If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one...
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Dollar General 4Q'23 Update
Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down.
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