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| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 80 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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stfbutnou.substack.comLatest Issues
AI PCB, CCL & Substrate: Supply Chain Quick Update
This quick update reflects channel check information and our view of pricing power, the severity and duration of supply shortages, and valuation on each of the areas.
Macronix 3Q26 Quick Note: How Quickly It Can Deliver?
There weren’t any major surprises on Macronix’s third-quarter call.
There weren’t any major surprises on Macronix’s third-quarter call. Gross margin reached a record, with the CFO citing approximately 70.5% in the call, and operating margi...
Quick Note: EZconn’s Opportunity in Google’s TPU Build
EZconn (6442 TT) makes high-fibre-count optical trunk cables, cassettes and patch panels for data-centre networks. Optical passive products are about 80% of revenue.
EZconn (6442 TT) makes the high-fibre-count trunk cable, cassettes and pa...
GLTECHNO: Repeat Business, High-Growth Potential
GLTECHNO (255A JP) is a Japanese supplier of semiconductor equipment parts and laboratory consumables.
GLTECHNO (255A JP) is a Japanese supplier of semiconductor equipment parts and laboratory consumables. We like the business because a cu...
Investor Memo: Reassessing Thesis and Risk
This is a pretty long investor memo, including some reflections on Q3, a few lessons I’ve taken from the recent pullback and portfolio review. I originally wrote it as an exclusive piece, but same as what I did before, I’ve made part of the...
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