Category: The Street
Posted Date:
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Qualcomm 4Q22 Earnings – Kitchen Sink
Qualcomm rounded up all the bad news to report this quarter. The bar will now be very low. This will give them breathing room next year, focusing on the Street on macro,…
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How the Mighty Have Fallen
This downturn in semis is different from past cycles in that each segment seems to be taking a beating at different times. This cycle is serial, not parallel, and we probably need…
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Will Private Equity Come for Semis?
Private Equity funds have largely avoided technology, but a bit more pressure on semis stocks could change that.
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Buy the Dip? A good time to invest in something Deep Tech
Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of…
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Signals to Crypto Ratio
49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot…
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The Shrinking of Arm
Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.
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A Bridge Too Far: Financial Modeling
A Bridge Too Far: Financial Modeling – Bridging Actuals and Forecast financial models is not fun.
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Spac-a-Mole
Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.
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The SPAC Hangover
The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.
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SPACs – the Morning After
Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.
