Tematica Signals | Chris Versace | Substack

AI and Data Center Chip Demand Confirmed by Taiwan Semiconductor Results and Guidance

Netflix earnings on deck

5 hrs ago •

and

10:15

July 14: More Tariff Turmoil, Fed Pressure

Q2 earning season kicks off but will it be overshadowed?

Jul 13 •

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July 13: Last Week's Thematic Signals

If you missed out on this week's signals, we've got you covered

Jul 13 •

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TSM 2Q 2025 Revenue Stuns, Costco Delivers, Delta Raises the Bar

But a complacent stock market is creeping back into overbought territory

Jul 10 •

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Will Q3 2025 Guidance Feel The Brunt of Trump’s Attempt to Regain the Trade Narrative?

Samsung's Q2 profit miss, but guidance from Foxconn reinforces these two models

Jul 8 •

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Tematica Signals

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