Equity Research, Technology
Equity research built from the wafer up, translating process nodes, packaging, and yield economics into the assumptions that move semiconductor stocks.
Written theses
Equity theses on technology companies, written the way I'd want to read them.
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Interactive tool
Model die yield and chiplet economics, the manufacturing math behind technology company margins.
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Explainers
Technology fundamentals translated into what it means for the investment case.
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