by Nicholas Rossolillo | Jan 31, 2025 | AI, industrial robotics, Semiconductor Industry, Semiconductor Manufacturing Equipment, stocks, Uncategorized
After mostly taking a hiatus from buying more of the “Fab5” in 2024 – Fab5 meaning ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp – we’ve been warming back up to this group of powerful semiconductor industry companies for 2025. That said, Lam... 
by Nicholas Rossolillo | Oct 28, 2024 | Uncategorized
Before we dive into Netflix (NFLX) Q3 2024 earnings, and especially the new ad server, we’d like to refer you to the recent video/show notes we did on AppLovin. Digital ads have taken to the AI phenomena, and we will probably have some updates regarding this on... 
by Nicholas Rossolillo | Oct 11, 2024 | Semiconductor Equipment Manufacturing, Semiconductor Industry, Semiconductor Manufacturing Equipment, stocks
With Q1 fiscal 2025 earnings in hand (for the three months ended in August 2024), investors are feeling a bit more optimistic about Aehr Test Systems (AEHR) stock once again. We won’t spend a lot of time on that today. The market is particularly fickle on this one,... 
by Nicholas Rossolillo | Aug 27, 2024 | AI, data center, Semiconductor Equipment Manufacturing, Semiconductor Industry, Semiconductor Manufacturing Equipment, stocks
August has been a busy month for the world’s largest and most advanced foundry, Taiwan Semiconductor Manufacturing (TSM). Just the other day, the joint venture ESMC between TSMC, Bosch, Infineon, and NXP Semi broke ground in Dresden, Germany. That will eventually be a... 
by Nicholas Rossolillo | Aug 20, 2024 | Uncategorized
Amazon (AMZN) exceeded expectations in Q2 2024. It once again proved that after amassing all that revenue last decade, it can still be a winning stock by now shifting to profit margin growth. Oh… and revenue growth wasn’t all that bad either. Even so, the stock got...