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Category Archives: Stocks

Earnings Seasons Quick Recap

February 10, 2023by D/D Advisors Leave a comment

Themes we teased out from earnings season:
1) End-markets matter. Consumer bad, industrial good.
2) Everyone is putting a lot of faith in a 2H recovery
3) Inventories are still high, but fab utilization is holding steady

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Analyst Decoder Ring, Silicon, Stocks, The Street

Stick a Fork in Them

February 7, 2023by D/D Advisors 1 Comment

Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never be the force it once was, and probably has not been for a long time.

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Analyst Decoder Ring, Management, Silicon, Stocks

How the Mighty Have Fallen

October 27, 2022by D/D Advisors 2 Comments

This downturn in semis is different from past cycles in that each segment seems to be taking a beating at different times. This cycle is serial, not parallel, and we probably need to see all of that play out before the sector starts to recover.

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Components, Stocks, The Street

The Photonics Football

August 12, 2022by D/D Advisors 4 Comments

Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.

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Enterprise Electronics, Networking, Stocks

A Quick Overview of AMD

July 6, 2022by D/D Advisors Leave a comment

AMD is a good proxy for the rest of the semis industry – beset by cyclical challenges but also increasingly well-positioned for the changing shape of the industry.

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Qualcomm, Roll Your Own, Silicon, Stocks

Buy the Dip? A good time to invest in something Deep Tech

June 29, 2022by D/D Advisors Leave a comment

Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.

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Analyst Decoder Ring, Silicon, Stocks, The Street

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

The Return of the Conglomerate?

May 20, 2022by D/D Advisors 1 Comment

Fifty years ago the Street fell in love with diverse conglomerates like Gulf + Western. How different are the sprawling operations of the major Internet companies today?

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Analyst Decoder Ring, Google, Stocks, Strategy

What is Intel Fighting to Achieve?

February 23, 2022by D/D Advisors 1 Comment

Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.

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Analyst Decoder Ring, Components, Silicon, Stocks

What will happen to Arm now?

December 8, 2021by D/D Advisors 3 Comments

If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.

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Analyst Decoder Ring, Apple, China, Components, M&A, Qualcomm, Stocks

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