DruckFin

Sivers Semiconductors: Pipeline Rockets to $800M But Near-Term Revenue Remains Elusive as FX and Defense Delays Bite

Tempus AI: A Valuation Paradox as Foundation Model Performance and Tumor-Only FDA Approval Reframe the Growth Story

Phreesia Deep Dive

WhiteHawk Minerals Deep Dive

Sunshine Silver Mining & Refining Deep Dive

Safepoint Holdings Deep Dive

Quantinuum Deep Dive

Innio NV Deep Dive

Applied Aerospace & Defense Deep Dive

Parker Hannifin Deep Dive

Parker-Hannifin: Filtration Group Integration Already Mobilized, Power Gen Backlog Building as Industrial Recovery Remains Measured

Bernstein: Robinhood Drops Two Agentic Products, Reveals Trump Account Sole Custody Win, and Eyes Prediction Market Expansion to Institutions and Overseas

Mobileye Beats on Revenue and Raises Guidance, but Robotaxi and SuperVision Timelines Remain the Real Story

SMC Corp Deep Dive

Ambarella Bets Big on Edge AI Infrastructure and Samsung 2nm — But Auto Revenue Remains Elusive

IQE Emerges from Strategic Review with MACOM Lifeline, Targets 20%-Plus Revenue Growth on Indium Phosphide Surge

Huntington Ingalls: Five Deliveries in Twelve Months, Block VI Imminent, and a Nuclear Battleship on the Horizon

Photronics Hits an Air Pocket: Design Release Delays Dent IC Revenue as Capacity Build Continues on Schedule

Northrop Grumman: B-21 Acceleration and Defense Systems Boom Position the Company for a Multi-Year Growth Cycle

Arbe Robotics Pivots to Full Radar Systems and Defense as Automotive Revenue Remains Negligible at $0.5M

XPeng Q1 2026 Earnings: GX Orders Run 30-Week Lead Times as Physical AI Pivot Takes Shape

Weibo Q1 2026: AI Ad Spend Fills the Gap as Core Verticals Crack Under Pressure

Futu Holdings: CSRC Penalty Clouds a Record Quarter as Korean Stocks and Prediction Markets Open New Fronts

Soitec Earnings Call: Photonics SOI Demand Has Sharply Inflected—and the Company Can Scale Without Meaningful New Spend

Bernstein: Circle's CEO Declares USDC Has 60-80% of All On-Chain Transactions — and Says Arc Could Reshape the Revenue Model

ATS Corporation Exits Auto and Bets Big on Nuclear and Radiopharma as New CEO Reshapes the Portfolio

SolarEdge: A Shelved Project Reborn as the Data Center's Killer App — and a Solar Recovery Nobody Saw Coming

Bernstein: Eli Lilly's CSO Reveals the Next Frontier — Incretins for the Brain, Alzheimer's Prevention Blood Tests, and a Once-in-a-Lifetime Heart Drug

Bernstein: Uber's New CFO Reveals AV Timeline Reality Check and Delivery Hero Stake Strategy

TD Cowen: NVIDIA's Networking Business Is No Longer a Sideshow — It's the Architecture of the AI Factory

SentinelOne Posts Record Net New ARR as Layoffs Signal a Leaner Growth Model

SanDisk CEO: KV Cache Migration to NAND Is Already Happening, and Data Center Demand Forecasts Keep Getting Revised Up

Bernstein Conference: Moody's CEO Reveals Microsoft Copilot Integration Has Landed "Teens" of Major Bank Engagements in Weeks, Flags Private Credit and PE Cycle as Next Big Ratings Catalyst

Ambarella Lands $800M Hanwha Deal and Samsung 2nm Validation, Signaling a New Era of Edge AI Lock-In

MongoDB Confirms Multiple Frontier AI Labs as Customers While Atlas Hits $2 Billion Run Rate

Autodesk Bets $2.4 Billion on the "Operate" Layer: MaintainX Acquisition Opens a $40 Billion TAM and Closes the Design-to-Operations Loop

Wärtsilä Rides Data Center Wave to Record Order Book, But Energy Storage Crisis Deepens

Agilent Beats on All Fronts as Ignite Operating System Delivers Structural Margin Gains and Replacement Cycle Drives Share Wins

L3Harris: Anti-Drone Radio Software and Solid Rocket Motor Expansion Signal a Company Repositioning Around the Next Decade of Defense Spending

Braze Surges to 30% Revenue Growth as AI Products Hit Escape Velocity — With a CFO Departure Looming

ICE's Sprecher Bets 24/7 Tokenized Markets and Private Credit Data Will Transform the Exchange — Without a Single Acquisition

nCino Q1 FY2027: First Customers Exhaust AI Token Bundles as Banking Intelligence Platform Gains Traction

Marvell Technology: $16.5 Billion Revenue Target and Custom Silicon Doubling Signal AI Infrastructure Dominance Is Just Beginning

Pure Storage: NAND Prices Doubling Every 18 Days as Supply Crisis Turbocharges Growth — But Half-Year Visibility Remains Murky

Salesforce Q1 FY2027: Agentforce Crosses $1 Billion ARR as Headless 360 Opens a New Monetization Frontier

Snowflake: CoCo Just Changed the Growth Equation — Full-Year Guide Jumps to 31% as AI Coding Agent Becomes a Revenue Engine in Its Own Right

Phreesia: AccessOne Expansion Into Non-Investment-Grade Providers Opens a New Growth Runway

Synopsys Q2 2026: Elliott Arrives, Multiphysics Fusion Monetization Begins, and IP Finally Bottoms

Samsung Electro-Mechanics Deep Dive

Musashi Seimitsu Deep Dive

Zoetis Faces Its Toughest Quarter in Years as Pet Health Demand Crumbles and Competition Bites

RoboSense: 40% Revenue Growth and 200%+ Shipment Surge Mask a Deliberate Margin Sacrifice as Digital LiDAR Transition Intensifies

Modine Locks In $4 Billion Data Center LTA and Raises Long-Term Growth Targets, But Supply Chain Cracks Emerge at Scale

TransUnion Sees AI as Revenue Accelerant, Not a Threat, While VantageScore Transition Enters Slow-Burn Phase

GE Vernova: The Electrification Supercycle Is Bigger Than Data Centers, and the Services Flywheel Is Just Getting Started

Kuaishou: Kling AI Hits $500M ARR Run-Rate as AI Comic Short Plays Explode 10x — A Second Growth Curve Is Now Real

PDD Holdings Bets Its Next Decade on First-Party Brands and Supply Chain Control as Revenue Growth Slows to 11%

Bernstein Conference: PayPal's New CEO Declares War on Complexity — Targets $1.5B in Cuts and a Wholesale Consumer Pivot

Air Products Bets on Discipline Over Ambition: New CEO Draws a Hard Line on Project Size, NEOM Timing, and the Louisiana Blue Decision

NXP Semiconductors: Data Center Inflection and SDV Ramp Make This More Than an Auto Story

Zebra Technologies: Memory Costs Bite, But AI Upgrade Cycle and T&L Refresh Wave Offer a Clear Bull Case

ASX Limited Faces Regulatory Reckoning as CEO Departs and Costs Surge, But Revenue Delivers

TD Cowen: Astera Labs Eyes $1,000 Per GPU Content and a Full Optical Engine Built In-House

Bernstein Conference: Lam Research's $40 Billion NAND Upgrade Pulled Forward, Panel Packaging Center Opens in Austria

S&P Global at Bernstein: "Cap IQ Is Less Than 6% of Revenue" — CEO Reframes the Bull Case Around Benchmarks and AI Data Monetization

GlobalFoundries: Silicon Photonics and Quantum Grants Signal a Structural Re-Rating Story

Murata Manufacturing Deep Dive

Vistance Networks Sells RUCKUS for $1.85 Billion, Leaving a Leaner Aurora Business With a $30 Million Memory Headwind

Flexport CEO: $112 Billion in Tariff Fraud Is Happening Right Now — And Washington Won't Fix It

2G Energy Deep Dive

Nippon Sanso Holdings Launches Next Innovation 2030 With Conservative First-Year Guidance as New U.S. CEO Inherits an Aging Fleet and Volume Headwinds

Xiaomi Navigates Memory Cost Supercycle While MiMo AI Model Gains Surprising Commercial Traction

JOYY Hits Multi-Year Revenue Growth Peak as BIGO Ads Accelerates and a $1.5 Billion Return Program Signals Management Conviction

Semtech's Data Center Business Hits Escape Velocity as 1.6T Ramp and Gain Chip Demand Signal a Multi-Year Growth Cycle

Freightos Cuts Guidance and Costs as Middle East Disruptions Expose Execution Gaps

Pony AI Raises Full-Year Targets After 400% Robotaxi Revenue Surge, But Path to Profitability Remains Distant

Zscaler Posts Record Margins and 25% ARR Growth, but Sales Leadership Exits and Decelerating Net New ARR Cloud the Outlook

Digital Turbine Posts 20% Q4 Revenue Growth and Issues Double-Digit FY27 Guidance, But CFO Departure Clouds the Narrative

xAI Transcript: Space Will Be the Cheapest Place for AI in 36 Months, and Without Robots America Loses to China

Dwarkesh Podcast: Musk Says Space Will Be the Cheapest Place to Run AI Within 36 Months — and SpaceX Is Building a Chip Fab to Prove It