Disclosure
Disclosure
Last updated October 10, 2026.
Not investment advice
Chipstrat is published by Chipstrat LLC for informational and analytical purposes. It is written for institutional, professional and industry readers as one input to their own research. I do not provide price targets, ratings or investment recommendations. Nothing here is investment, legal, tax or accounting advice, or a recommendation to buy, sell or hold any security.
The views are mine as of the date of publication and can change without notice. Readers should make their own evaluation of any company, security or market discussed and consult their own advisors.
Business relationships
Chipstrat LLC has paid relationships with some of the companies I write about. These include analyst retainers, advisory work, event and speaking fees, corporate subscriptions and podcast sponsorship. The companies are listed on the analyst page.
No company pays for coverage. Sponsored content is labeled as sponsored.
Personal holdings
I invest through funds, not individual stocks. Some of those funds hold companies I write about. I do not trade on embargoed or confidential information that companies share with me, and I do not trade around the articles I publish.
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