tim@emorningcoffee.comOct 195 min readWeek ended October 18, 2024: more recordsUS stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
tim@emorningcoffee.comFeb 205 min readRevisiting semi-conductorsThis article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.
