AMD. It's A Marathon, Not A Sprint
Q124 revenues of $5.5 billion, -11% QoQ , +2% YoY. Q224 forecast $5.7 billion, +3.6% QoQ. Shares down 7% AH, down 35% from 52 week high. One senes...
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Siltronic Slashes 2024 Sales Forecast As Inventory Woes Worsen
Siltronic cut its 2024 sales revenue forecast by 10% just days ahead of their Q124 earnings release. It seems likely that Automotive end-market...
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Intel. Just Check Back In Again In 2026
Q124 revenue $12.7 billion, -17.5% QoQ but +9% YoY. Q224 forecast of $13 billion, vague promise of full year YoY growth & capacity constraints on...
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Q124 Tesla & Meta: Compare & Contrast
Tesla had a dismal Q1 but Musk told a fairy tale about RoboTaxis & Robots & markets rejoiced. Meta beat & raise but Zuckerberg told the truth about...
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TSMC. How To Turn Chicken Salad Into Chicken Sh*t
TSMC beat & raised guidance, maintained FY outlook. Minor, unnecessary tinkering with semi and foundry forecasts plus confusion about the root...
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