About Finovian
Independent analysis of NVIDIA, TSMC, Broadcom, and AMD. Every analytical take gets logged on a public record before earnings and checked afterward.
What This Is
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.
The Track Record
Most financial analysis has no accountability. A site publishes a take, the quarter passes, nobody checks. The take disappears or gets quietly revised.
Finovian keeps a public Track Record. Every analytical take gets logged with a specific threshold and a check-by date tied to a real earnings release. After the earnings hit, the verdict updates: correct or incorrect.
No retroactive hedging. No "we said it could go either way." You can read every take we've published, what we said, what actually happened, and whether we got it right. The record is permanent.
What We Cover
Each cluster has four articles: business model, earnings analysis, macro context, and one focused analytical angle.
How the Research Works
Start with the filings
10-K, 10-Q, and the last four earnings transcripts. Revenue segments, margin structure, capex cycle, customer concentration. This is the baseline before anything else gets written.
Map what management actually said
Not just what they announced what they emphasized, what they stopped mentioning, what analysts kept pushing on. Transcript patterns over multiple quarters matter as much as the numbers.
Write the cluster in order
Business model first, then earnings, then macro, then the deep-dive angle. The order is deliberate. Each layer assumes the previous one and builds on it.
Post the take before earnings
Before the next earnings date, a time-bound take goes on the Track Record with a specific threshold and check-by date. After earnings, the verdict is logged: correct or incorrect.
The Analyst
Jay Rajshakha
Founder & Lead Analyst
Jay founded Finovian and built the platform. He's a full-stack software engineer by trade, which means he also understands what he's writing about when TSMC talks about EUV yields or NVIDIA ships a new architecture. His interest in financial markets started in 2020. He's based in India and covers U.S. semiconductor and AI infrastructure companies exclusively. Most financial sites are written either by finance people who can't read the underlying technology, or by tech people who can't read an income statement. The goal here is to be neither.
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