US Stock Analysis

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A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Apple ($AAPL) • By SemiAnalysis • 2021-08-28

The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues

Tesla ($TSLA) • By SemiAnalysis • 2021-08-25

Tesla Dojo - Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

Tesla ($TSLA) • By SemiAnalysis • 2021-08-20

Disney: "The First Inning"

Disney ($DIS) • By TSOH Investment Research • 2021-08-16

Facebook: "Get To Scale"

Meta Platforms ($META) • By TSOH Investment Research • 2021-08-12

Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

Tesla ($TSLA) • By SemiAnalysis • 2021-08-04

Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips

Amazon ($AMZN) • By SemiAnalysis • 2021-07-29

Microsoft: "A More Accelerated Pace"

Microsoft ($MSFT) • By TSOH Investment Research • 2021-07-29

Nvidia (NVDA): Part 2 of 2

NVIDIA ($NVDA) • By scuttleblurb • 2021-07-28

Netflix: "A One Product Company"

Netflix ($NFLX) • By TSOH Investment Research • 2021-07-26

Okta's Vision For The Next Decade

Okta ($OKTA) • By Sleep Well Investments • 2021-07-25

Domino's Pizza

Domino's Pizza Group ($DOM) • By Eagle Point Capital • 2021-07-17

Costco (COST) Podcast

Costco ($COST) • By TSOH Investment Research • 2021-07-16

Roku: A former trojan horse now in open fistfight

Roku ($ROKU) • By MBI Deep Dives • 2021-07-13

Nvidia (NVDA): Part 1 of 2

NVIDIA ($NVDA) • By scuttleblurb • 2021-07-12

Jewett-Cameron Trading Company Limited - JCTCF

Jewett-Cameron Trading Company Limited ($JCTCF) • By Alluvial • 2021-07-08

Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before

NVIDIA ($NVDA) • By SemiAnalysis • 2021-07-06

Costco: "Raising Prices Is The Easy Way"

Costco ($COST) • By TSOH Investment Research • 2021-07-06

Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B

Micron • By SemiAnalysis • 2021-06-30

Qualcomm MWC 2021 - Network Infrastructure And Edge 5G Get Supercharged | FSM200, DU X100 Accelerator, And Range Of Features

Qualcomm • By SemiAnalysis • 2021-06-29

$Olli: The Costco junkyard

Costco ($COST) • By TQI Capital • 2021-06-26

Update on IAC (+ Vimeo)

Vimeo • By scuttleblurb • 2021-06-25

Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot

NVIDIA ($NVDA) • By SemiAnalysis • 2021-06-25

Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge

Morgan Stanley • By SemiAnalysis • 2021-06-23

Walmart: Turning the Titanic

Walmart ($WMT) • By TSOH Investment Research • 2021-06-21

Qualcomm Hits a Homerun AI 100 - Powerful AI Inference Acceleration For the Edge

Qualcomm • By SemiAnalysis • 2021-06-17

The Twitter Revolution (TWTR)

Twitter ($TWTR) • By The Bear Cave • 2021-06-17

What the early Amazon investors saw

Amazon ($AMZN) • By Value Investing for Professionals • 2021-06-11

Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

Intel ($INTC) • By SemiAnalysis • 2021-06-11

CrowdStrike: Standing tall in crowded cybersecurity

CrowdStrike ($CRWD) • By MBI Deep Dives • 2021-06-11

NVR And The Housing Cycle

NVR • By Eagle Point Capital • 2021-06-05

Problems at Medical Properties Trust (MPW)

Medical Properties Trust ($MPW) • By The Bear Cave • 2021-06-03

Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

Google • By SemiAnalysis • 2021-06-02

Interview With Todd McKinnon, Okta Co-Founder and CEO

Okta ($OKTA) • By Growth Curve Investing • 2021-05-28

Nvidia is Raking in the Money, but are Earnings Inflated?

NVIDIA ($NVDA) • By SemiAnalysis • 2021-05-27

SWI Pick #1 - CrowdStrike - End-point Cloud Security Leader With Widening Moat

CrowdStrike ($CRWD) • By Sleep Well Investments • 2021-05-25

The Trade Desk - The Winner Of Google's Cookieless World

The Trade Desk ($TTD) • By Sleep Well Investments • 2021-05-25

Twitter: An Audacious Goal

Twitter ($TWTR) • By TSOH Investment Research • 2021-05-24

Disney: "As Big as Ever"

Disney ($DIS) • By TSOH Investment Research • 2021-05-17

[VEEV – Veeva Systems] Beyond CRM

Veeva • By scuttleblurb • 2021-05-12

Facebook: "Invest Aggressively"

Meta Platforms ($META) • By TSOH Investment Research • 2021-05-10

Berkshire Hathaway's Intrinsic Value And Takeaways From The 2021 Annual Meeting

Berkshire Hathaway ($BRK.A) • By Eagle Point Capital • 2021-05-07

Calloway's Nursery - CLWY

Calloway's Nursery ($CLWY) • By Alluvial • 2021-05-06

Berkshire Hathaway Annual Shareholders Meeting 2021

Berkshire Hathaway ($BRK.A) • By Value Investing World • 2021-05-02

Microsoft: "It's Just The Beginning"

Microsoft ($MSFT) • By TSOH Investment Research • 2021-04-29

PharmChem, Inc. - PCHM

PharmChem, Inc. ($PCHM) • By Alluvial • 2021-04-27

🐻The Bear Cave #63 + Peloton’s Serious Safety Problem🐻

Peloton ($PTON) • By The Bear Cave • 2021-04-26

Netflix: Opportunity on the Horizon?

Netflix ($NFLX) • By TSOH Investment Research • 2021-04-26

Microsoft, Nuance, and Industry-Specific Clouds

Microsoft ($MSFT) • By TSOH Investment Research • 2021-04-19

Dollar General: Relentless Growth

Dollar General • By Eagle Point Capital • 2021-04-09