Robert Castellano

Summary Broadcom is one of the leaders in 5G chipsets, with revenues of nearly $5.9 billion in 2023 growing to $6.5 billion in 2024.

Analysis of Micron's fiscal Q3 earnings and HBM market growth projections suggest potential for company to gain market share and outpace competitors.

Arm Holdings' expansion in AI data centers and partnerships with Apple cement its dominance in the smartphone and PC edge AI markets. Learn more on ARM stock here.

Summary ARM is expanding its presence in AI data centers, with projected revenue reaching $13 billion by 2028, representing 27% of the market.

ASML expects a Q2 2024 net sales increase of 12.3% from Q1, with a gross margin of 50-51%. Learn why I rate ASML stock as a buy.

MKS Instruments (MKSI) is a supplier to major semiconductor companies. There is growth potential, but risk of a smaller supply chain exist. Learn more here.

onsemi reported Q1 2024 financial results, with revenue of $1.86 billion and Q1 Non-GAAP EPS of $1.08 beating estimates. Read why ON stock is a hold.

Camtek Ltd. is a top growth stock in the semiconductor market, despite mixed financial metrics and competition from Onto Innovation. Read why I rate CAMT as a hold.

Can being too comfortable in a relationship lead to the end? Complacency can happen over time in relationships.

Tesla, Inc.'s AI-driven approach to autonomous vehicles sets it apart from competitors, positioning it for long-term dominance. Click for my TSLA update.