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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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stfbutnou.substack.comLatest Issues
Shibaura Mechatronics: Guidance Is the Floor
Shibaura Mechatronics (6590 JP) builds the flip-chip bonder that attaches compute dies to the interposer inside TSMC's CoWoS packaging, and it just picked up a second major customer for that machine.
Hoping to share this before tomorrow’s...
Macronix: My Take on 26Q2 Earnings
I believe some of my free subscribers might also be having a hard time with the recent market moves. I’m sharing this piece for free, hoping it helps you understand one of my picks and, more importantly, helps you know what you own. We al...
Nothing Has Broken Yet | July 2026
I just read an expert-call transcript today after several readers asked whether something had actually broken in the AI supply chain. My answer is no, at least not yet. I have not seen evidence of a broad deterioration in orders, pricing, o...
Renesas: Priced for Autos, Guided for AI
Renesas (6723 JP) is a Japanese integrated device manufacturer, born from the 2003 merger of chip units from NEC, Hitachi and Mitsubishi, that has spent the last decade rebuilding itself around microcontrollers, analog, and power management...
Investor Memo: Conviction Over Consensus
We are approaching the halfway mark of 2026, and Q2 has been one of the most intense quarters I can remember.
We are approaching the halfway mark of 2026, and Q2 has been one of the most intense quarters I can remember. We started the peri...
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