Ticker Appearances
Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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Signal From Noise
Signal From Noise
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Signal From Noise
Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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Signal From Noise
Signal From Noise
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Signal From Noise
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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