May, 2024 Update

This month's Deep Dive will be on TSMC which I'm hoping to publish sometime in the last week of this month. Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I

Amazon 1Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some

Alphabet 1Q'24 Update

"...it took Google more than 15 years to reach $100 billion in annual revenue. In just the last 6 years, we have gone from $100 billion to more than $300 billion in annual revenue" Despite following Big Tech closely for the last 5 years, this sentence from today&

Meta 1Q'24 Update

Disclosure: I own shares of Meta Platforms If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one point AH today, it does seem a bit overdone. Of all the post-earnings drop that I have experienced

Texas Instruments: Leading the Analog Chips Industry

Disclosure: I own shares of Texas Instruments You can listen to this Deep Dive here Texas Instruments (TI) is a storied company in the semiconductor industry since it’s been there from almost the very beginning of the industry. But believe it or not, it changed its name not once

April 2024 Update

First things first, this month's Deep Dive on Texas Instruments will be published by April 25th. Thank you for all the great feedback on my Semiconductor Primer last month; I'm glad that many of you found it useful to get up to speed on the industry.

Semiconductors: "To see a World in a Grain of Sand"

You can listen to this Primer here Semiconductors are almost invisible but indispensable material in our modern life. Semiconductors are hardly tangibly felt by most of us even though anyone reading this piece may be “using” semiconductors almost on an hourly basis. Like William Blake’s one of the poems

Dollar General 4Q'23 Update

Disclosure: I own shares of Dollar General Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down. Despite the somewhat bizarre stock price reaction throughout the day, I think the worst days

March, 2024 Update

After publishing my Deep Dive on AppFolio, I have started studying the semiconductor industry. It didn't take me too long to understand that this is one of the more challenging areas for a generalist like me to get up to speed quickly. As a result, I have decided

AppFolio: Moving Up Market in Property Management Software

You can listen to this Deep Dive here “…we invested in the IPO, we purchased after the IPO from other investors. And pre IPO, there were other strategic investors and their mandates can change, they make an investment in year two, and in year seven, they have somebody else running