The Tech Investor

CPU Kings and Borrowed Time: AMD & CoreWeave Q1 Earnings

This article covers AMD and CoreWeave's Q1 2026 earnings.

May 9 • The Tech Investor

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Google Runs, Meta Crawls: Google and Meta Q1 Earnings

This article covers gives a brief macro overview then goes into the Q1 earnings results of Alphabet and Meta

May 3 • The Tech Investor

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April 2026

The Week Semis Made History: Intel and TI Q1 Earnings

his article covers the latest earnings from Intel and Texas Instruments against the backdrop of a record-breaking run for the Philadelphia Semiconductor…

Apr 25 • The Tech Investor

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Intel's Second Act

This article covers the rise, the fall and the potential rise again of Intel.

Apr 12 • The Tech Investor

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March 2026

The SPAC is Back, and it's Gone Quantum

A breakdown of SPACs, the four quantum computing approaches, and a deep dive into two of the newest players to hit public markets, Xanadu and IQM.

Mar 28 • The Tech Investor

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Micron FQ2 Earnings and Macro Update: Records in the Lab, Chaos in the Market

This article briefly breaks down the impact of the ongoing war along with Micron's smashing results and what comes next.

Mar 22 • The Tech Investor

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Nvidia & IonQ Earnings: The AI Giant Delivers Again and Quantum Surprises

This article breaks down the latest earnings from Nvidia and IonQ, covering financials, price action, and what comes next for both companies.

Mar 1 • The Tech Investor

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February 2026

Cadence & Palo Alto Earnings: Designing and Securing the AI Era

This article covers the latest Cadence Design Systems and Palo Alto Networks earnings, including a deep dive into both companies' AI positioning.

Feb 21 • The Tech Investor

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The First Tech Wobble of 2026

Tech’s first wobble of 2026, driven by earnings. A look at AMD, Google, and Amazon and how the market digested their results.

Feb 8 • The Tech Investor

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January 2026

ASML, Microsoft & Meta Earnings: AI Demand Is Real, Patience Is Not

This article covers the latest ASML, Microsoft and Meta earnings and evaluates where we go from here.

Jan 31 • The Tech Investor

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TSMC & Intel Q4 Recap: Two Foundries, Two Stories

One foundry executing, one rebuilding. What TSMC and Intel’s Q4 results tell us about chips, yields and geopolitics.

Jan 25 • The Tech Investor

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Beyond the Megacaps: Two Small-Cap Tech Names to Watch

Looking beyond the megacaps at SkyWater Technology and Credo Technology, two small-cap names positioned around critical semiconductor and infrastructure…

Jan 11 • The Tech Investor

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