Atlas Research Note
Coherent Fiscal Q4 2026 Earnings Take-Away
Ben Bajarin · Aug 15, 2026Preview
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Cisco is turning Mythos readiness into an upstream security and network refresh cycle
Ben Bajarin · Aug 15, 2026Preview
Chipstrat
Build Your Own DRAM Supply Model
Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
Austin Lyons · Aug 14, 2026Open
Atlas Research Note
Applied Materials Fiscal Q3 2026 Earnings Take-Away
Ben Bajarin · Aug 14, 2026Preview
Atlas Research Note
Sandisk Investor Day: AI strengthens the NAND growth case, but margin durability still needs proof
Ben Bajarin · Aug 14, 2026Preview
The Diligence Stack
GPU Tsunami and FPGAs: AI Compute Programmable Fabric
Why the control plane around AI compute may be a larger market than merchant FPGA units suggest
Ben Bajarin · Aug 13, 2026Open
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