Archive For

May 2024

Qualcomm FQ2 24 – Steady Sailing.

Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more...

Amazon Q1 24 – Picks and shovels.

All roads lead to Nvidia. Amazon reported good results that were led by AWS as appending on AI has reignited growth, but capex is growing...