In the world of high fashion, there is so-called “quiet luxury” typified by subtle colors, a lack of discernible logos and exquisite craftsmanship. Just picture the billionaire spawn on “Succession” ...

We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by The Antifragile Investor. In this article, ...

On April 9, the White House announced a pause on some (but not all) tariffs for 90 days. Semiconductors largely avoided the ...

Silicon Motion is breaking Phison’s monopoly in the high-end PCIe 5.0 SSD market as over a dozen companies, including Micron, ...

ASML is set for a strong rebound in 2025, with projected revenue growth of 20.3% after a contraction in 2024. See why we ...