Entropy Capital
Entropy CapitalSubscribe for earnings reviews on mostly Semiconductors and Fintech companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | entropycapital.substack.com |
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Latest Issues
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Q3 Portfolio Update
# Context - Rebranding
Earnings Review: Lam Research Corporation
Lam Research Corporation (LRCX), a semiconductor manufacturing equipment supplier, was applauded by investors post-market after releasing stronger than expected earnings. LRCX holds a particularly strong position in two critical steps in th...
Investment Brief: Nebius Group
# Business Overview
ASML's Supply Chain, Bill of Materials, and the Devastating Effects of Potential Tariffs on US Fabs
This article will deviate significantly from my other posts in that it will be much more technical in nature and the vast majority of it is AI-generated. I spent a good deal of time discussing the potential US tariff impacts on ASML with Ch...
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Authors
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Fundamental Analysis. Mostly earnings reviews of semiconductor and fintech stocks.
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