Substack · Fulcrum Insights
TSMC Posted a Record Quarter and Raised Its Outlook. Chip Stocks Fell Eight Days Straight Anyway.
The Sunday Brief 41: Weekly Macro Recap, Week Ending October 18th, 2026
Sector Deep Dives · 9 pieces · Latest: Oct 18, 2026
Semiconductors
▲ 2 Bullish ▼ 0 Bearish · 7 No tone
Research, newest first
Substack · The Black Line
ASML. Is the Monopoly Worth the Price?
The cost of sustaining EUV leadership, and the growth investors need at the price they pay.
Substack · QTR’s Fringe Finance · Quoth the Raven
Going “Old School” With “Boring” Blue Chip Stocks
Wall Street may be getting ready to rediscover an ancient concept: buying profitable companies at reasonable valuations and getting paid to own them.
Substack · Fulcrum Insights
OpenAI’s Revenue Came In $20 Billion Less Than Expected. Chip Stocks Fell 3.4% in a Day.
The Sunday Brief 40: Weekly Macro Recap, Week Ending October 11th, 2026
YouTube · 815 Charla de Dinero
Urgente: Robótica tras los chips, cuándo despega Hyundai y qué acciones de chips comprar o vender?
Substack · Vitaly Kurdyumov
AI Cycle Monitor: Chips Beat the Market While Debt Got Pricier
In a month, chipmakers outran the S&P 500 by 16.5%, and the spread weaker borrowers pay over Treasuries widened from 2.66 to 3.24 percentage points.
YouTube · Wall Street Psychology
This AI Semiconductor Stock Is Flying Under the Radar
Substack · Donald’s Substack · Donald Williams
The AI Supercycle vs. Cyclical Gravity
My Guide to the Semiconductor Paradox
Substack · Cofacto's Substack · Cofacto: Raw Insights
India’s Semiconductor Value Chain: Made, Assembled, Imported
What we make, what we only assemble and where real value sits.
YouTube · Luis Mi Negocios
The END of semiconductors? A real ANALYSIS after the CRASH
YouTube · ABFeconomist
Esta empresa CONTROLA los SEMICONDUCTORES en el MUNDO | ANÁLISIS de ASML
YouTube · Homodeus and Sharewise
Semiconductor Deep Dive with YT Boon & Alpha HPA (ASX:A4N): Inside the AI Chip Supercycle
Substack · FDW Capital
The Memory Cycle, Explained
Nobody knows exactly when this turns. Here's the framework I'm using to think about it.
Substack · ACCE Investments
The Reshoring Premium Is Real. The Question Is Who Actually Captures It.
The Apple-Intel chip announcement this week crystallized something that has been building for three years: American manufacturing policy is no longer a political talking point.
YouTube · Sohn Conference Foundation
Kevin Salimian pitches Infinion at Sohn 2026
YouTube · El Señor del Portafolio
Invertir en semiconductores: ¿Oportunidad o Burbuja?
YouTube · HDIN Research
2025 Global Semiconductor IP Deep Dive
YouTube · The Chip Market: Invest Smarter in Semiconductors
ASML Deep Dive: From Rayleigh Physics to EUV Dominance — Stock a Buy Now?
YouTube · Synaptic Investing
KLAC, the Best Semiconductor Stock?
YouTube · The Tech Room
The Tech Room Deep Dive — Week 31 (July 2025): Semiconductor Recap
YouTube · The Tech Room
The Tech Room Deep Dive — Week 26 (June 2025): Semiconductor Recap
YouTube · StockAnalyticsAI
ASML Stock: The TRUTH Behind The Numbers - May 2025 Analysis
YouTube · The Stock Bro
ASML Stock Analysis: The Best Semiconductor Stock for 2025?
YouTube · The Tech Room
The Tech Room Deep Dive — Week 20 (May 2025): Semiconductor Market Briefing
YouTube · Infinity Anand
ASML Deep Dive & Management updates on upcoming year! Cookie machine of Chip Industry | Monopoly
YouTube · TalkTickers: AI Podcast Discussing Earnings Calls