Himax Q1'26 Earnings Preview - The Call is Critical
Where we are heading into the print:
Nicolas's Substack
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$AOSL Q3 FY26 Earnings Preview
AOSL is pivoting from being a pure component supplier to a “application-specific total solutions” provider, and management has been telling investors to look past the near-term numbers to a 2027+ inflection.
Zeta Global ($ZETA) Deep Dive
Introduction
The Era of Crowded Trades on X
X is where traders go to think out loud.
Glass Substrates: An Emerging Opportunity Across 6G, Optics, and Space
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
Samsung is known for being a consumer electronics company, but the stock is being re-rated for one reason: Memory is back.
Coming soon
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