Finovian covers U.S. semiconductor companies. Not every sector just the ones where the financial structure is complex enough that most retail coverage misses what's actually happening.

The articles focus on how companies make money: revenue segments, margin dynamics, capital intensity, and earnings drivers. Not narrative. Not momentum. Not macro noise that has no bearing on the actual business.

Each company gets a cluster of four articles business model, earnings analysis, macro context, and one deep-dive angle. They're built to be read together. Every article links to the others in the cluster so nothing floats in isolation.