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      <title>mstack</title>
      <link>https://knowledge-base-site-8nw.pages.dev</link>
      <description>Last 10 notes on mstack</description>
      <generator>Quartz -- quartz.jzhao.xyz</generator>
      <item>
    <title>KLAC</title>
    <link>https://knowledge-base-site-8nw.pages.dev/tickers/KLAC</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/tickers/KLAC</guid>
    <description><![CDATA[ KLAC — KLA Corporation TL;DR KLA Corporation is a key supplier of process control and yield management systems for semiconductor manufacturers. ]]></description>
    <pubDate>Wed, 29 Jul 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>INFA</title>
    <link>https://knowledge-base-site-8nw.pages.dev/tickers/INFA</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/tickers/INFA</guid>
    <description><![CDATA[ INFA — Informatica TL;DR Informatica is a leading enterprise data management platform, specializing in data integration, governance, and cloud data management. ]]></description>
    <pubDate>Thu, 28 May 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>Taking a Step Back on Petchems; Downgrade DOW, LYB, and WLK</title>
    <link>https://knowledge-base-site-8nw.pages.dev/raw/substack/bofa-global-research/2026-04-06-us-chemicals-petchem-downgrade</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/raw/substack/bofa-global-research/2026-04-06-us-chemicals-petchem-downgrade</guid>
    <description><![CDATA[ US Chemicals Taking a Step Back on Petchems; Downgrade DOW, LYB, and WLK BofA Global Research / BofA Securities Date: April 6, 2026 Sector: Equity, United States, Chemicals Report type: Rating Change Analysts Matthew DeYoe, CFA Rock Hoffman Hakim Sanfo Rating Change Summary BofA is downgrading DOW, ... ]]></description>
    <pubDate>Mon, 20 Apr 2026 03:27:46 GMT</pubDate>
  </item><item>
    <title>CAMT</title>
    <link>https://knowledge-base-site-8nw.pages.dev/tickers/CAMT</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/tickers/CAMT</guid>
    <description><![CDATA[ CAMT — Camtek TL;DR Camtek is a semiconductor capital equipment company focused on metrology and inspection solutions for advanced packaging and wafer-level processes. ]]></description>
    <pubDate>Mon, 20 Apr 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>index</title>
    <link>https://knowledge-base-site-8nw.pages.dev/</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/</guid>
    <description><![CDATA[ Research Wiki A ticker-indexed research wiki compiled from Substack-based primary research. ]]></description>
    <pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>ai_hardware</title>
    <link>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware</guid>
    <description><![CDATA[ AI Hardware Watchlist source: watchlists/ai_hardware.txt (38 tickers, incl. ETFs). ]]></description>
    <pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>ai-accelerator</title>
    <link>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/ai-accelerator</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/ai-accelerator</guid>
    <description><![CDATA[ ai-accelerator Custom training/inference silicon (GPUs, TPUs, Trainium-style ASICs, merchant AI accelerators). Parent theme: ai_hardware. ]]></description>
    <pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>ai-systems</title>
    <link>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/ai-systems</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/ai-systems</guid>
    <description><![CDATA[ ai-systems Rack/server OEMs shipping AI systems. Parent theme: ai_hardware. 2 names in watchlist. ]]></description>
    <pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>analog-power</title>
    <link>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/analog-power</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/analog-power</guid>
    <description><![CDATA[ analog-power Analog, mixed-signal, power management — ties to auto/industrial cycles. Parent theme: ai_hardware. 3 names in watchlist. ]]></description>
    <pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate>
  </item><item>
    <title>cpu</title>
    <link>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/cpu</link>
    <guid>https://knowledge-base-site-8nw.pages.dev/themes/ai_hardware/cpu</guid>
    <description><![CDATA[ cpu CPUs for datacenter, client, mobile (x86 + Arm). Parent theme: ai_hardware. 4 names in watchlist. ]]></description>
    <pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate>
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