| 03/16/26 |
NVDA |
Semi |
📝 Desk Note |
NVIDIA Vera Rubin: The AI Factory Becomes the Procurement Unit 🔥 Popular
03/16/26 · NVDA · Semi · 📝 Desk Note · 👁 6,049
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6,049 |
| 03/16/26 |
NVDA |
Semi |
📝 Desk Note |
NVIDIA STX: Storage and Context Memory Enter the AI Factory Stack 🔥 Popular
03/16/26 · NVDA · Semi · 📝 Desk Note · 👁 1,603
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1,603 |
| 03/16/26 |
MU |
Memory/Storage |
📈 Earnings Preview |
Micron Technology (MU) Q2 FY2026 Earnings Preview 🔥 Popular
03/16/26 · MU · Memory/Storage · 📈 Earnings Preview · 👁 4,085
|
4,085 |
| 03/15/26 |
MULTI |
|
📝 Desk Note |
NVIDIA GTC 2026: Full-Stack AI Infrastructure Preview 🔥 Popular
03/15/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 1,640
|
1,640 |
| 03/15/26 |
PLTR |
SaaS |
📊 Earnings Debrief |
Palantir Technologies (PLTR) Q4 2025 Post-Earnings Debrief 🔥 Popular
03/15/26 · PLTR · SaaS · 📊 Earnings Debrief · 👁 941
|
941 |
| 03/14/26 |
TSEM |
Semi |
📊 Earnings Debrief |
Tower Semiconductor (TSEM) Q4 2025 Post-Earnings Debrief 🔥 Popular
03/14/26 · TSEM · Semi · 📊 Earnings Debrief · 👁 1,783
|
1,783 |
| 03/12/26 |
MULTI |
|
📝 Desk Note |
Private Credit: Liquidity, Valuation Credibility, and Underwriting Repricing 🔥 Popular
03/12/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 1,516
|
1,516 |
| 03/12/26 |
MULTI |
|
📝 Desk Note |
Pre-Open: Expanded 8-Angle Framework and Intraday Playbook 🔥 Popular
03/12/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 855
|
855 |
| 03/11/26 |
FORM |
Elec. T & M |
📊 Earnings Debrief |
FormFactor (FORM) Q4 FY2025 Post-Earnings Debrief 🔥 Popular
03/11/26 · FORM · Elec. T & M · 📊 Earnings Debrief · 👁 983
|
983 |
| 03/11/26 |
MULTI |
|
📝 Desk Note |
U.S. CPI Day: Pre-Open Cross-Asset Desk Note 🔥 Popular
03/11/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 861
|
861 |
| 03/11/26 |
SMCI |
Servers & ODM |
📊 Earnings Debrief |
Super Micro Computer (SMCI) Q3 FY2026 Post-Earnings Debrief 🔥 Popular
03/11/26 · SMCI · Servers & ODM · 📊 Earnings Debrief · 👁 1,511
|
1,511 |
| 03/11/26 |
TER |
Semi Equipment |
📊 Earnings Debrief |
Teradyne (TER) Q1 FY2026 Post-Earnings Debrief 🔥 Popular
03/11/26 · TER · Semi Equipment · 📊 Earnings Debrief · 👁 939
|
939 |
| 03/11/26 |
ADBE |
SaaS |
📈 Earnings Preview |
Adobe (ADBE) Q1 FY2026 Earnings Preview 🔥 Popular
03/11/26 · ADBE · SaaS · 📈 Earnings Preview · 👁 1,338
|
1,338 |
| 03/10/26 |
AVAV |
Defense |
📊 Earnings Debrief |
AeroVironment (AVAV) Q3 FY2026 Post-Earnings Debrief 🔥 Popular
03/10/26 · AVAV · Defense · 📊 Earnings Debrief · 👁 2,059
|
2,059 |
| 03/10/26 |
AVAV |
Defense |
📈 Earnings Preview |
AeroVironment Inc (AVAV) Q3 FY2026 Earnings Preview 🔥 Popular
03/10/26 · AVAV · Defense · 📈 Earnings Preview · 👁 1,386
|
1,386 |
| 03/10/26 |
INTC |
Semi |
📊 Earnings Debrief |
Intel Corporation (INTC) Q4 FY2025 Post-Earnings Debrief 🔥 Popular
03/10/26 · INTC · Semi · 📊 Earnings Debrief · 👁 1,200
|
1,200 |
| 03/10/26 |
MULTI |
|
📝 Desk Note |
Global Risk-Off Recalibrates: Oil Shock, Inflation Week, and the Hormuz Variable 🔥 Popular
03/10/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 704
|
704 |
| 03/10/26 |
ADI |
Semi |
📊 Earnings Debrief |
Analog Devices Q1 FY2026 Post-Earnings Debrief 🔥 Popular
03/10/26 · ADI · Semi · 📊 Earnings Debrief · 👁 1,008
|
1,008 |
| 03/10/26 |
AMKR |
OSAT |
📊 Earnings Debrief |
Amkor Technology Q4 2025 Post-Earnings Debrief 🔥 Popular
03/10/26 · AMKR · OSAT · 📊 Earnings Debrief · 👁 788
|
788 |
| 03/09/26 |
MULTI |
|
📝 Desk Note |
Market Close Desk Note — March 9, 2026 🔥 Popular
03/09/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 886
|
886 |
| 03/09/26 |
MRVL |
Semi |
📊 Earnings Debrief |
Marvell Technology Q4 FY2026 Post-Earnings Debrief 🔥 Popular
03/09/26 · MRVL · Semi · 📊 Earnings Debrief · 👁 5,128
|
5,128 |
| 03/09/26 |
AXTI |
Optical Networking |
📊 Earnings Debrief |
AXT Inc Q4 2025 Post-Earnings Debrief 🔥 Popular
03/09/26 · AXTI · Optical Networking · 📊 Earnings Debrief · 👁 2,352
|
2,352 |
| 03/09/26 |
ORCL |
Entp. Software |
📈 Earnings Preview |
Oracle Corporation Q3 FY2026 Earnings Preview 🔥 Popular
03/09/26 · ORCL · Entp. Software · 📈 Earnings Preview · 👁 2,560
|
2,560 |
| 03/09/26 |
MULTI |
|
📝 Desk Note |
Market Open Update: Crude Spikes to $100, Global Risk-Off Accelerates 🔥 Popular
03/09/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 1,055
|
1,055 |
| 03/09/26 |
STX |
Memory/Storage |
📊 Earnings Debrief |
Seagate Technology Q2 FY2026 Post-Earnings Debrief 🔥 Popular
03/09/26 · STX · Memory/Storage · 📊 Earnings Debrief · 👁 1,043
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1,043 |
