Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
Summary
* In Part 2 of the SysMoore series we compare the different
semiconductors
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Notes - Lam Research 2Q24
Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various
Arm IPO - Tough Situations, Priced To Perfection (Pt.4)
Summary
* Chiplet technology presents an exciting opportunity for ARM, potentially paving the
Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Arm IPO - Tough Situations, Priced To Perfection (Pt.1)
Summary
* Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn&