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Category Archives: Stocks

The Photonics Football

August 12, 2022by D/D Advisors 2 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 Leave a 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

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

Global Foundries IPO!!!

October 8, 2021by D/D Advisors 1 Comment

Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.

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IPO, Silicon, Stocks

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 10 Comments

Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

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  • Why is Amazon building CPUs?
  • The Photonics Football
  • Lucy and the Photonics Football
  • The Feel of Bare Metal
  • The Changing Face of Compute

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