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Research

Level Set: Revenue, Semis, Financials, ROIC – 4 Keys from Last Week

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Adam S. Parker, Ph.D. July 20, 2025

Level Set: The Biggest Pushback Points to Our 2H Outlook

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Adam S. Parker, Ph.D. July 13, 2025

25 Slides For The Second Half Of 2025

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Adam S. Parker, Ph.D. July 8, 2025

VIDEO – What Really Happened In Q2 2025

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Adam S. Parker, Ph.D. July 3, 2025

What Really Happened In Q2 2025

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Adam S. Parker, Ph.D. July 2, 2025

Level Set: What Is Going On?

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Adam S. Parker, Ph.D. June 29, 2025

3 Charts You Don't Want to Miss – June's Most Clicked

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Adam S. Parker, Ph.D. June 26, 2025

Level Set: A Change Of Our View on S&P500 Earnings

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Adam S. Parker, Ph.D. June 22, 2025

VIDEO – Do You Know These 4 Points About Growth Stocks?

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Adam S. Parker, Ph.D. June 18, 2025

Do You Know These 4 Points About Growth Stocks?

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Adam S. Parker, Ph.D. June 16, 2025
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