2026-04-23
Recap: Q1 2026
Terafab Names 14A on the Call: The Single Gating Item on the Foundry Thesis Just Got Delivered — Conviction Raised
2026-04-23
Flashcap: Q1 2026
Supply-Constrained Trough Cancelled: Revenue Crushes by 11%, Q2 Guide 9% Above Street, Foundry Attach Shows Up at Google and Nvidia
2026-01-23
Recap: Q4 2025
Fifth Straight Beat, First Real Guide Miss: The 17% Drop Creates the Entry Point the Stock Denied Us in Q3
2025-10-24
Recap: Q3 2025
From Narrative to Reality: The Tan Turnaround Books a Clean Beat, $20B in Capital, and a Nvidia Partnership
2025-07-25
Recap: Q2 2025
No More Blank Checks: Tan Tears Up the Gelsinger Playbook in One Quarter
2025-04-25
Recap: Q1 2025
Tan's First Quarter: A Beat Built on Tariff Pull-Forward, A Guide That Pulls the Rug