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Optical Chips, a Record Foundry Quarter, and a Health AI Swing

Optical Chips, a Record Foundry Quarter, and a Health AI Swing

An AI optics ramp, a record foundry quarter, a steady software compounder, and one speculative health AI swing.

TSI AnalysisTSI Analysis
The SaaS Underdog Heading Into a Make-or-Break Print

The SaaS Underdog Heading Into a Make-or-Break Print

Left for dead last year, now up 100%+ with a catalyst dropping in 72 hours.

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Anthropic's IPO Filing Just Gave One AI Cloud a New Benchmark

Anthropic's IPO Filing Just Gave One AI Cloud a New Benchmark

An AI cloud lifted by Anthropic's IPO filing, a solar reset, and a fuel cell whipsaw.

TSI AnalysisTSI Analysis
The Delivery Giant Whose Customers Came Back Before Its Stock Did

The Delivery Giant Whose Customers Came Back Before Its Stock Did

Customers came back after a record data breach fine. The stock didn't. Earnings land November 3.

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An Early November Earnings Print Could Reset The Smartphone Chip Trade

An Early November Earnings Print Could Reset The Smartphone Chip Trade

One guide in early November tells you if the handset cycle is actually turning.

TSI AnalysisTSI Analysis
The Software Company Collecting Broadcom's Unhappy Customers

The Software Company Collecting Broadcom's Unhappy Customers

Broadcom's VMware price hikes pushed thousands of companies to look for an exit. One got the call.

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This Week's Market Set Up Four Earnings Prints You Can Actually Trade

This Week's Market Set Up Four Earnings Prints You Can Actually Trade

HR software, AI servers, RFID chips, and software supply chain all report within two weeks.

TSI AnalysisTSI Analysis
The AI Workspace Rebuild Trading at a Cash-Flow Discount

The AI Workspace Rebuild Trading at a Cash-Flow Discount

Rare breed of software comeback: paying users growing again, a shrinking share count, and no "just trust us" speech.

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GoDaddy and Logitech Face Their Tests as Iridium Digests Aireon

GoDaddy and Logitech Face Their Tests as Iridium Digests Aireon

GoDaddy and Logitech report in the week ahead, and Iridium posted its first quarter with Aireon.

TSI AnalysisTSI Analysis
The Power and Sensing Chip Maker Wall Street Dumped Before Its Best Quarter

The Power and Sensing Chip Maker Wall Street Dumped Before Its Best Quarter

A power and sensing chip maker reports October 29, and the selloff has already priced in a lot of bad news.

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Which Earnings Prints Next Week Actually Deserve Your Capital

Which Earnings Prints Next Week Actually Deserve Your Capital

Hospitality software, shopping ads, wearables, and a quantum bet, all with dates inside a week.

TSI AnalysisTSI Analysis
An AI Chip Packager the Market Cut in Half

An AI Chip Packager the Market Cut in Half

An AI chip packager down more than half from its high, with earnings Monday.

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