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 23, 2026
We found more reasons to believe last week, especially after attending OFC in Los Angeles, that the recent 19% decline in the shares of TE Connectivity (TEL; $195.84; O/P), which came in less than a…