Tesla Q3 2025 Earnings Review
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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.
Sections e, f & g are for paid subscribers. They include detailed data and commentary on guidance, valuation, the shareholder
Read MoreSections e, f & g are for paid subscribers. They include detailed data and commentary on the balance sheet, guidance,
Read MoreSections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates
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