ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle

ASML Q3 2026 Earnings: Sold Out Through 2028 ...

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Wix at 7.5x Free Cash Flow: Deep Value or Value Trap?

Wix took on $1.1B in 0% convertible notes priced near $210/share, then bought back $1.6B of stock, all with shares trading around $75. Is management seeing value the market is missing, or is WIX a value trap?Wix (WIX) has been one of the hardest-hit names in this year’s SaaSpocal ...  Show more

Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us

TSMC just beat the high end of its own guidance, and on the same day CoreWeave’s debt traded at a 15% yield. Here’s how to square the two, and why we’ve been flagging neocloud balance sheet risk for over a year.Taiwan Semiconductor Manufacturing (TSM) delivered another standout q ...  Show more

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