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Pierre FerraguÊ
  • Pierre FerraguÊ

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | MU, SNDK, AVGO, NVDA, SIMO

For hardware, we see the "winners" in models as less important (though Google supremacy would seemingly be better for AVGO given its role in supporting the cloud giant's TPU efforts), with rather the more essential piece being continued advancement and increased use of inference (revenue generating

Pelham Smithers
  • Pelham Smithers

PSA Semiconductors: Readthrough from Nvidia’s Q3 Results

While the FY25 Q3 results constituted a beat, they came in quite close to what the share price implied. However, the guidance for Q4 surprised on the upside. Pelham Smithers reviews the performance and outlook, with a readacross to beneficiaries in Japan and the numbers from China.

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