Quaterly Earning & Call review

Soitec Detailed Earning Review

Why would a 30% YoY revenue decline deserve 700% YTD performance

May 28 • The Few Bets That Matter

Various Earning Reviews

Nvidia, Sigma and the final confirmations we needed

May 25 • The Few Bets That Matter

Various Earning Reviews

Nebius, Tower Semi, Cisco, Venture Global, EOSE, Alibaba, Sea limited, JD.com, Hims and On Running, plus investing consequences

May 14 • The Few Bets That Matter

Various Earning Reviews

Bears are either dead or dying

May 8 • The Few Bets That Matter

Various Earning Reviews

The hardware bull thesis is so strong it hurts

Apr 30 • The Few Bets That Matter

Earning Reviews

AI compute demand and trends, Space review, SaaS disaster & Tesla

Apr 25 • The Few Bets That Matter

Everything. All at once.

Mar 22 • The Few Bets That Matter

Various Earning Review

Oracle, UiPath and Adobe

Mar 13 • The Few Bets That Matter

Various Earning Reviews

Sportswear earnings review, On Running, Credo and Broadcom as proxies for AsteraLabs, AmbiqMicro as proxy for Nordic, Target and Smith & Wesson thesis…

Mar 8 • The Few Bets That Matter

Transmedics Q4-25

Nothing is enough

Feb 25 • The Few Bets That Matter

Demand constrained is nothing but a narrative

Feb 12 • The Few Bets That Matter

AsteraLabs Q4-25

When good earnings are rewarded by uncertainty and fear

Feb 11 • The Few Bets That Matter

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