Information Technology Stock Analysis

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TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness

TSMC ($TSM) • By SemiAnalysis • 2023-04-20

OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL

Apple ($AAPL) • By Value Investing for Professionals • 2023-04-17

Apple’s $14 Billion Back Door Loss

Apple ($AAPL) • By Behind the Balance Sheet • 2023-04-16

Constellation Software 2022 Earnings Recap

Constellation Software ($PNP.TO) • By Speedwell Memos • 2023-04-15

DEEP VALUE MOATS (3-in-1): PAX Global, Silverlake Axis, RGB International

Pax Global • By Value Investing for Professionals • 2023-04-02

Nvidia: A Bad Short

NVIDIA ($NVDA) • By Value Zoomer • 2023-03-22

Adobe 1Q'23 Update

Adobe ($ADBE) • By MBI Deep Dives • 2023-03-16

”Top Tier” Ideas Track in Las Vegas, Top Tier Criteria and Sneak Peak at 4 Presenters: $ATGN $INX.V $LIFD $HGBL with Maj Soueidan, Founder & Editor of GeoInvesting.com

AltiGen Communications, Inc. ($ATGN) • By Planet MicroCap • 2023-03-14

EUV Requirements Halved? Applied Materials' Sculpta Redefines Lithography And Patterning Market

Applied Materials • By SemiAnalysis • 2023-03-06

Problems at Symbotic (SYM)

Symbotic ($SYM) • By The Bear Cave • 2023-03-02

CreditRiskMonitor.com, Inc. (OTCQX: CRMZ): Web-based and SaaS Subscription Products to Manage Financial and Supply Chain Risks

CreditRiskMonitor.com, Inc. ($CRMZ) • By Planet MicroCap • 2023-03-02

Abaxx Technologies: Pre-Revenue End Game, Financing and Uplisting Marks Transition to Revenue Growth Phase

Abaxx Technologies ($ABXX) • By James Duade • 2023-02-26

Autodesk 4Q'FY23 Update

Autodesk • By MBI Deep Dives • 2023-02-24

Intel (NASDAQ: INTC)

Intel ($INTC) • By Quality Value Investing • 2023-02-20

Selling SNOW this Morning + DDOG Earnings & QQQ Short Update

Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2023-02-16

Shopify 4Q'22 Earnings Update

Shopify ($SHOP) • By MBI Deep Dives • 2023-02-16

I'm Selling Datadog Today

Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2023-02-15

Portfolio Update (Selling GTLB, Buying BABA)

GTLB • By Growth Curve Investing • 2023-02-03

Intel: The Trust Is Already Gone, Dividend Gone Next?

Intel ($INTC) • By Heavy Moat Investments • 2023-02-03

Intel Cuts Pay For Employees To Keep Their Quarterly Dividend

Intel ($INTC) • By SemiAnalysis • 2023-02-01

Not So Deep Dive: Salesforce (Ticker: CRM)

Salesforce • By Chit Chat Stocks • 2023-01-31

Deep Dive #2-2023: Intel Corporation

Intel ($INTC) • By The Investor's Edge • 2023-01-31

Selling Shopify for a 58% Gain

Shopify ($SHOP) • By Growth Curve Investing • 2023-01-30

The Gaps In The New China Lithography Restrictions – ASML, SMEE, Nikon, Canon, EUV, DUV, ArFi, ArF Dry, KrF, and Photoresist

ASML Holding N.V. • By SemiAnalysis • 2023-01-29

Microsoft: "It's Showtime"

Microsoft ($MSFT) • By TSOH Investment Research • 2023-01-26

A Pitch for EIZO: The Lone Survivor of Japan's Once Thriving Monitor Industry

EIZO ($6737 TYO) • By KonichiValue • 2023-01-26

A Pitch for EIZO (6737 TYO): The Lone Survivor of Japan's Once Thriving Monitor Industry

EIZO ($6737 TYO) • By KonichiValue • 2023-01-26

Don’t Let Long-term Investing Blur into Entropy + Quick Pitch on $RSSS with Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors

Research Solutions ($RSSS) • By Planet MicroCap • 2023-01-24

3 Timely Stocks & Deep Dive #001 Winner: Snowflake (SNOW)

Snowflake ($SNOW) • By Growth Curve Investing • 2023-01-22

A tour through payments: part 2 (Adyen, GPN, FIS, FISV)

Adyen ($ADYEY) • By scuttleblurb • 2023-01-16

How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0

NVIDIA ($NVDA) • By SemiAnalysis • 2023-01-16

The wild stock market, when Buffett lost 49%, Taiwan Semiconductor earnings

TSMC ($TSM) • By Growth Curve Investing • 2023-01-13

Intel Roadmap and PC TAM Update – Tone Deaf, Out Of Touch, Living In a Fantasy World, or Disconnected From Reality?

Intel ($INTC) • By SemiAnalysis • 2023-01-13

TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earnings

TSMC ($TSM) • By SemiAnalysis • 2023-01-12

Not So Deep Dive: Microsoft (Ticker: MSFT)

Microsoft ($MSFT) • By Chit Chat Stocks • 2023-01-10

KLA Valuation

KLA • By Enterprising Investor • 2023-01-05

Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem

Intel ($INTC) • By SemiAnalysis • 2022-12-26

MongoDB (MDB)- Rewriting History

MongoDB ($MDB) • By A Peek Behind the Numbers • 2022-12-22

A tour through payments: part 1 (Visa and Mastercard)

Visa Inc. ($V) • By scuttleblurb • 2022-12-22

TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed

TSMC ($TSM) • By SemiAnalysis • 2022-12-21

Not So Deep Dive: Squarespace Stock (Ticker: SQSP)

Squarespace ($SQSP) • By Chit Chat Stocks • 2022-12-20

Adobe 4Q'22 Update

Adobe ($ADBE) • By MBI Deep Dives • 2022-12-16

Where Are the Higher Wages?

Cloudflare ($NET) • By A Peek Behind the Numbers • 2022-12-08

Arch Capital Episode: Why We Own Autodesk (Ticker: ADSK)

Autodesk • By Chit Chat Stocks • 2022-12-05

GPT Model Training Competition Heats Up - Nvidia Has A Legitimate Challenger

NVIDIA ($NVDA) • By SemiAnalysis • 2022-12-01

Codan (CDA)

Codan ($CDA) • By Asian Century Stocks • 2022-11-27

Autodesk 3Q'FY 2023 Earnings Update

Autodesk • By MBI Deep Dives • 2022-11-23

ASML & The Semiconductor Market In 2025 & 2030

ASML Holding N.V. • By SemiAnalysis • 2022-11-22

Stock Analysis: EIZO (JP 6737) - Japan's Last Monitor Maker with an Incredible Turnaround Story

EIZO ($6737 TYO) • By KonichiValue • 2022-11-22

Datadog: Leading the Cloud Infrastructure Dogfight

Datadog, Inc. ($DDOG) • By MBI Deep Dives • 2022-11-18