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Category Archives: The Street

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

Qualcomm 4Q22 Earnings – Kitchen Sink

November 4, 2022by D/D Advisors Leave a comment

Qualcomm rounded up all the bad news to report this quarter. The bar will now be very low. This will give them breathing room next year, focusing on the Street on macro, which is better than letting them get impatient about autos.

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Analyst Decoder Ring, Electric Vehicles, Qualcomm, RF, The Street

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
red and gray industrial machinery

Will Private Equity Come for Semis?

September 28, 2022by D/D Advisors Leave a comment

Private Equity funds have largely avoided technology, but a bit more pressure on semis stocks could change that.

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M&A, Silicon, The Street

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

Signals to Crypto Ratio

June 21, 2022by D/D Advisors 1 Comment

49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot of money. It is a very challenging signals to noise ratio.

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blockchain, Cryptoassets, The Street

The Shrinking of Arm

March 16, 2022by D/D Advisors 1 Comment

Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.

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Analyst Decoder Ring, IPO, Silicon, The Street

A Bridge Too Far: Financial Modeling

March 31, 2021by D/D Advisors 2 Comments

A Bridge Too Far: Financial Modeling – Bridging Actuals and Forecast financial models is not fun.

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Analyst Decoder Ring, The Street

Spac-a-Mole

February 19, 2021by D/D Advisors Leave a comment

Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.

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Analyst Decoder Ring, Stocks, The Street

The SPAC Hangover

January 25, 2021by D/D Advisors 1 Comment

The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.

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IPO, M&A, The Street

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