Sean's avatar
$98.6m follower assets
Portfolio Earnings Review Pt2
Portfolio Earnings Review Part 2 out now!

Highlighting report numbers vs street expectations, visualizing company KPI trends, and quotes from Q&A portion of earnings call!

Dylan Patel's avatar
$96.7m follower assets
GlobalFoundries Fotonix, The Leading Silicon Photonics Foundry For Co-packaged Optics And Processing
The Leading Silicon Photonics Foundry In Co-packaged Optics/Processing
Design wins at Nvidia, Broadcom, Marvell, AMD, Cisco, Macom, Ayar Labs, Lightmatter, PsiQuantum, Ranovus, and Xanadu
We discussed each of the above wins
The most interesting is Nvidia as announced a collaboration for future products.
We discuss some of Nvidia's past research as well as how an arrangement would work with logic manufactured at TSMC.
We also speculate some on these future products.
We also discussed the collaborations with the leading EDA vendors of Cadence and Synopsys.
The Ansys collaboration for simulation is also huge.
Mixed-signal design and verification is incredibly hard.
Upcoming Earnings Calendar (Nov. 29 - Dec. 3)
Happy Thanksgiving everyone!

This week was light on earnings reports, but next week is shaping up to be very interesting in the stock market. None of my holdings report, but I'm still interested in listening to the $CRM, $CRWD, $SNOW and $DOCU earnings calls.

I'm also hoping we get post-earnings commentary on $CRM from @gkotak, $DOCU from @invesquotes and $OKTA from @tolvkin so that I can learn more about these companies.

Remember, if you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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