Browsing: Earnings
In 2017, there was a time when mentioning AMD in a hyperscale data center seemed almost absurd. The rooms were…
This week, a picture of the Shopify sign in Ottawa partially covered in snow appeared in the Financial Post. For…
These days, when the topic of 2021 comes up in venture capital meetings, there’s a certain silence. Before continuing, someone…
At semiconductor conferences, late in the day, after the keynotes have concluded and the badges have begun to turn backwards,…
At some point towards the end of last year, Nvidia discreetly redrew the map of its investment portfolio without any…
In aviation, a certain type of stock story is uncommon. Due to certification cycles, fuel hedges, and protracted union negotiations,…
For the better part of five years, QuantumScape (ticker QS) has occupied the uncomfortable middle ground of a certain type…
The regular schedule of finance committee meetings has been disrupted by the release of the BCG Treasury Benchmarking Survey in…
On Wall Street, there’s a certain silence that speaks louder than the cacophony. Last winter, BlackRock, the world’s biggest asset…
The way the AI trade has developed over the last two years has a subtle absurdity. Investors have poured money…