Analyst
SageNoodle Technology Desk
Sector desk
SageNoodle's technology and semiconductors desk: deep dives, quarterly earnings breakdowns and fair value work on technology, software, semiconductors names, built from SEC filings and company releases and reconciled against the reported numbers.
SemiconductorsSoftware economicsAI capex cyclesPlatform businesses
- Reports
- 0
- Companies
- 0
- Earnings notes
- 0
- Calls on side
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Track record
Calls since publication
| Published | Company | Report | Verdict | Price then | Fair value | Price now | Move |
|---|
Price move since the publication date only; it ignores dividends and the stated 3–5 year horizon. A call is "on side" when the price has moved the way the verdict implied.
Published research
Reports by SageNoodle Technology Desk
No reports published yet.