Must Reads
Intel Xeon: One Step Forward, Two Steps Backwards
Intel’s recent data center webinar was well received by investors, as the stock rallied upwards. My own analysis of the event is more sceptical. While...
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First Republic Bank's Very Real Path To Survivability
First Republic Bank has suffered significant deposit outflows since March 9 and the health of the bank is still unclear, given the limited information...
Taiwan Semiconductor: Southbound Train Now Boarding
Some semiconductor names have rallied more than 100%-plus off their lows from last year. Now many are setting up for a pullback, or more. We take a sp...
AMD And Artificial Intelligence: Investing For The End Of Times
The AI "capability overhang" has arrived. The crypto, AI, and Metaverse trilogy could be a death knell for humanity. However, the ultimate disruptor p...
Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins
Snowflake is a tech darling due to its exposure to the growth of data. The company has sustained impressive dollar-based net retention rates and even ...
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