Tesla: Brilliant AI-Driven Robotaxi Model, But Not Today

Camtek: Overbought And Strong Competition At The Same Time

Samsung Electronics: Q2 2024 Review With Eyes On Memory And HBM

ON Semiconductor: Q2 Preview Amid Mixed Signals In The Automotive Industry

STMicroelectronics A Q2 Preview, It Benefits From A 10% SiC Wafer Shortage In 2024

Costco Could Lose $389 Million A Year On Its Rotisserie Chicken Change

Investing In MKS Instruments, In The Supply Chain, Or In Its Major Semiconductor Equipment Customers

ASML Q2 2024 Earnings Preview And 2024-2025 Tailwinds

Arm Holdings: A Complementary Investment To Nvidia

Micron: Benefiting From Strong AI-Based HBM Packaging Growth

X-FAB: The Only Company With Positive Silicon Carbide (SiC) Growth In Q1 2024

Nvidia: Why The Company And Its GPUs Will Dominate AI Processors

Broadcom: Eyes On AI But 5G Outperforms On Revenue

Lam Research: Headwinds Coming From Chinese And Japanese Competitors

Tokyo Electron: Q1 2024 Recovery After 2 Years Of Underperformance

Western Digital Outperformed Seagate For The First Time In 6 Quarters, But It Isn't Sustainable

Applied Materials' Metrology/Inspection Share Plummets 30% In 2023 Hurt By China Sanctions

KLA: Benefiting From The Need For High Yields In Sub-5nm Chip Production

Taiwan Semiconductor: Tracking A Trailing-Edge Semiconductor Slowdown

Lynas: Rare Earth Mining Stocks Sinking Despite China Sabre Rattling And Congress Hyperbole

Intel: Analyzing The Challenge Of Meeting Its Five Nodes In Four-Year Plan

I'm Upgrading Micron To A Buy As It Wins The HBM Yield Race With SK Hynix

ASML's Supply Chain Excuses Over The Past 3+ Years May Actually Prevent A Revenue Meltdown In 2024

USD: A Higher-Risk Alternative To SMH For Nvidia Bulls

The Silicon Carbide Luster Is Gone For Axcelis And Other Semiconductor Supply Chain Vendors