Beyond The Hype - Looking Past Management & Wall Street Hype

Beyond The Hype - Looking Past Management & Wall Street Hype

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SolarEdge Shows Strong Signs of a Turnaround
SolarEdge (SEDG) beat Q2 revenue and EPS estimates, reporting a 32% sequential revenue increase to $289.4 M (including discontinued operations).
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Beyond The Hype
Introducing Guest Analyst Shilpa Reddy
The growth in AI has been explosive.
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Beyond The Hype
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Takeaways from J.P. Morgan Hardware & Semis Access Forum with Arista Networks
Note: This analysis comes from our new guest contributor: Shilpa Reddy.
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Beyond The Hype
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Shilpa Reddy
Nvidia Rubin Delayed? Implications
Earlier today, Barrons and other sources published articles about an explosive note from Fubon Financial of Taiwan about Nvidia (NVDA) having to go to…
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Beyond The Hype
AMD Delivers Strong But Not Explosive Results
AMD delivered a Q2 revenue beat, in-line EPS, and well above consensus guidance.
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Beyond The Hype
First Solar Prospects Have Become Considerably Brighter
First Solar (FSLR) Q2 earnings commentary gave one of the more fascinating looks into how managements game and optimize businesses around subsidy…
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Beyond The Hype
AMD Q2 2025 Earnings Preview
Expectations vs. Likely Reality
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Beyond The Hype

July 2025

Is 18A The Last Leading Edge Process At Intel?
Preview: Q2 revenues and Q3 guide ahead of Beyond The Hype earnings preview but almost everything else materially worse than expected.
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Beyond The Hype
Intel Q2 3035 Earnings Preview: Is The Optimism Warranted?
Intel (INTC) is set to announce its Q2 2025 earnings report this Thursday after the US markets close.
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Beyond The Hype
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TSMC Earnings About To Accelerate Despite Currency Headwinds
TSMC (TSM) delivered an impressive Q2 earnings report mainly due to a very heathy gross margin of 58.6% - well above market expectations of 55% to 56…
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Beyond The Hype
TSMC (TSM) Q2 2025 Earnings Preview
TSMC (TSM) is set to announce Q2 earnings on July 17th afternoon Taiwan time.
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Beyond The Hype
OBBB Highlights and Impacts: FSLR, ENPH, SEDG, and TSLA
After considerable turmoil on the policy front, we might have reached at least temporary stability with the passage of the One Big Beautiful Bill Act or…
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Beyond The Hype
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