Uber Q3 2025 Earnings Review
Digging into this large cap's quarterly results.
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Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.
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It talks you through the thinking. He includes his thought process and what he's thinking and doing. I feel like I have an analyst on staff.
He has a good track record backed up by analysis.
He lets you know his logic flow. He’s with you all the way. It’s a personal element. You feel like you know him.
SMN is more detailed and balanced. It’s informal but not too informal.
Digging into this large cap's quarterly results.
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