# Nicolas — RSS Amplifier

Everything Nicolas publishes, via the RSS Amplifier directory.

Page: <https://rssamplifier.com/authors/nicolas-2>  
Feed: <https://rssamplifier.com/authors/nicolas-2.md>

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## [Himax Q1'26 Earnings Preview - The Call is Critical](https://superioresearch.substack.com/p/himax-q126-earnings-preview-the-call)

_2026-05-04 · Nicolas's Substack_

Where we are heading into the print:

## [$AOSL Q3 FY26 Earnings Preview](https://superioresearch.substack.com/p/aosl-q3-fy26-earnings-preview)

_2026-05-04 · Nicolas's Substack_

AOSL is pivoting from being a pure component supplier to a “application-specific total solutions” provider, and management has been telling investors to look past the near-term numbers to a 2027+ inflection.

## [Zeta Global ($ZETA) Deep Dive](https://superioresearch.substack.com/p/zeta-global-zeta-deep-dive)

_2026-04-13 · Nicolas's Substack_

Introduction

## [The Era of Crowded Trades on X](https://superioresearch.substack.com/p/the-era-of-crowded-trades-on-x)

_2026-03-31 · Nicolas's Substack_

X is where traders go to think out loud.

## [Glass Substrates: An Emerging Opportunity Across 6G, Optics, and Space](https://superioresearch.substack.com/p/glass-substrates-an-emerging-opportunity)

_2026-03-21 · Nicolas's Substack_

When we think of glass substrates, we immediately go to the most talked about sectors of chips and advanced packaging.

## [Samsung Deep Dive: The Giant that has Awoken from its Slumber](https://superioresearch.substack.com/p/samsung-deep-dive-the-giant-that)

_2026-03-04 · Nicolas's Substack_

Samsung is known for being a consumer electronics company, but the stock is being re-rated for one reason: Memory is back.

## [Coming soon](https://superioresearch.substack.com/p/coming-soon)

_2026-02-19 · Nicolas's Substack_

This is Nicolas's Substack.