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Earnings

Earnings pre and post call

Earnings

Our TSMC call: capex rises to $56–60B

Jul 16, 2026

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2 min read

Our TSMC call: capex rises to $56–60B

Our proprietary read on TSMC before the print + our ASML grade

Teng Yan
Teng Yan

Earnings

Pre-Call: ASML Q2 2026

Jul 14, 2026

•

2 min read

Pre-Call: ASML Q2 2026

Our proprietary read on ASML before the print

Teng Yan
Teng Yan

Tessara

Daily signals on the AI infrastructure supply chain. What's tightening, what's breaking, and who's exposed. By Chain of Thought