April 14, 2026
We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…
March 30, 2026
We think last week’s sharp decline in the shares of Micron (MU; $357.22; O/P) and SanDisk (SNDK; $615.83; O/P), down 16% and 13% respectively, proves a buying opportunity in coming weeks. SanDisk is also down…