Nicolas
Publishes 1 feed
Nicolas's Substack
My personal Substack
7 posts · theirs
Lately
Himax Q1'26 Earnings Preview - The Call is Critical
$AOSL Q3 FY26 Earnings Preview
Zeta Global ($ZETA) Deep Dive
The Era of Crowded Trades on X
Glass Substrates: An Emerging Opportunity Across 6G, Optics, and Space
Samsung Deep Dive: The Giant that has Awoken from its Slumber
Coming soon
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