Here is me, as interpreted by a machine that sounds way better than me It's chilling. I have written a lot of words about my views on yield curves, the…
Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…
Arista Networks Stock (ANET) takes off in after-hours Per Friday's Trade Log after I'd already added the drop in ANET and upon seeing it drop more: Not sure what is…
In a nod to the Trump administration, on which I am often very hard, I now understand why they would seek to impair parts of the US Semiconductor Equipment industry…