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KLAC. Priced For Perfection In 2025 & Beyond
same Achilles heel as their peers, however
May 8
•
William Martin Keating
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KLAC. Priced For Perfection In 2025 & Beyond
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LRCX. Mounting Tailwinds Bode Well For 2025 & Beyond
but China dependency could be an achilles heel
May 5
•
William Martin Keating
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LRCX. Mounting Tailwinds Bode Well For 2025 & Beyond
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AMD. It's A Marathon, Not A Sprint
the latest results have dragged AMD's share price down 35% from its recent 52 week high
May 1
•
William Martin Keating
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AMD. It's A Marathon, Not A Sprint
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April 2024
Siltronic Slashes 2024 Sales Forecast As Inventory Woes Worsen
Automotive is likely the main culprit...
Apr 30
•
William Martin Keating
1
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Siltronic Slashes 2024 Sales Forecast As Inventory Woes Worsen
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Intel. Just Check Back In Again In 2026
Intel reported Q124 revenue was $12.7 billion, down 17.5% QoQ but up 9% YoY. In a break with what had become a standard practice of large earnings beats…
Apr 26
•
William Martin Keating
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Intel. Just Check Back In Again In 2026
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Q124 Tesla & Meta. Compare & Contrast
one told the truth and the markets recoiled, the other told a fairy tale & the markets rejoiced
Apr 25
•
William Martin Keating
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Q124 Tesla & Meta. Compare & Contrast
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TSMC. How To Turn Chicken Salad Into Chicken Sh*t
TSMC's shares have corrected ~8% despite beats, raises & unchanged FY24 outlook. Why?
Apr 20
•
William Martin Keating
1
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TSMC. How To Turn Chicken Salad Into Chicken Sh*t
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ASML. Maintaining Guidance Despite New Bookings Sharp Decline
New bookings fell precipitously in the first quarter
Apr 19
•
William Martin Keating
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ASML. Maintaining Guidance Despite New Bookings Sharp Decline
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Multiple Positive Catalysts Ahead Of Q124 Earnings Season
From PC sales to smartphone shipments to memory, the stars are aligning for a scorching season
Apr 16
•
William Martin Keating
2
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Multiple Positive Catalysts Ahead Of Q124 Earnings Season
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Nanya. Tailwinds Mount Albeit Profits Still Elude
The earthquake in Taiwan could further constrain supply in the coming months
Apr 13
•
William Martin Keating
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Nanya. Tailwinds Mount Albeit Profits Still Elude
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TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
TSMC now planning a third fab in Arizona
Apr 10
•
William Martin Keating
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TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
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Intel's New Segment Reporting. Transparency Or Obfuscation?
If it was launched a day earlier we could have written it off as an April Fool's joke...
Apr 5
•
William Martin Keating
2
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Intel's New Segment Reporting. Transparency Or Obfuscation?
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