Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
I write about semiconductors!
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.
A series of eclectic posts and ideas. Mostly focused on Incentives I focus on: Trends Investing Governance and Fundamental Analysis Cell Gene Therapy and Bioproduction and a lot more
Data-driven investment newsletter about software, internet, and media businesses.
Engineering and Economic insights on the Semiconductor Industry as we head toward the Angstrom Era, from Products to Processes and Profits.