Milan Markovic Investment Thesis I wrote on Lam Research (NASDAQ:LRCX) in early April, ahead of management reporting the third quarter of FY2024 earning results. The investment thesis I proposed then played out this quarter; I had noted, “I expect Lam to continue to outperform as the industry’s wafer fabrication equipment spend, or WFE increases, to…
Fahroni H&E Equipment Services (NASDAQ:HEES) has seen shares come to live as the company has embarked on an active M&A strategy, adding to the organic growth ambitions of the company. This creates strong growth, and while leverage and valuation are in check, there are some question marks as well, making me interested in the business,…
NVIDIA Corp. (NASDAQ:NVDA) Evercore ISI 2023 Semiconductor & Semiconductor Equipment Conference Call September 6, 2023 9:00 AM ET Company Participants Colette Kress – Executive Vice President & Chief Financial Officer Conference Call Participants Matthew Prisco – Evercore ISI Matthew Prisco Good morning. Welcome all of you to Evercore’s Semiconductor & Semiconductor Equipment Conference 2023. It’s…
EVS Broadcast Equipment SA (OTCPK:EVSBY) Q2 2023 Earnings Conference Call August 18, 2023 9:30 AM ET Company Participants Serge Van Herck – Chief Executive Officer Veerle De Wit – Chief Financial Officer Benoit Quirynen – Senior Vice President, Strategy Conference Call Participants Guy Sips – KBC Securities Alexander Craeymeersch – Kepler Cheuvreux David Vagman –…