The Value Edge
The Value EdgeSubscribe for earnings reviews on mostly Semiconductors and Fintech companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Subscribers | Read | thevalueedge.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
SMCI - Super Micro Short Report and 10-K Delay
In this article, let's take a detailed look through the short report and discuss the legitimate aspects and some reaching arguments made by Hindenburg.
Fintech Earnings - Good Businesses, Broken Stocks
This week caught many market participants off guard, myself included. Selloffs and corrections happen in bull markets, but this week we experienced the second worst day since COVID. Amidst the flurry of selling, the Fintech sector actually ...
Tesla Q2 Earnings: Cautiously Optimistic
Tesla, Inc has had an interesting year so far. The year started in the throes of an EV downturn and Tesla posted abysmal delivery numbers. For a while, the stock was the worst performer among the Mag 7. Then seemingly out of nowhere, the s...
Earnings Roundup - AEHR, ASML, TSM
After the best first half of 2024 imaginable for chips, the broader ecosystem is slowing a bit on stretched valuations, wariness of export controls, and FUD around the election cycle. ASML and TSMC are both bellwethers of the broader ecosys...
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Authors
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Fundamental Analysis. Mostly earnings reviews of semiconductor and fintech stocks.
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