Special situations and catalyst-driven research from Hideyoshi Capital.https://hideyoshicapital.comhttps://hideyoshicapital.com/research/intel-post-offering-longhttps://hideyoshicapital.com/research/intel-post-offering-longAI products, foundry progress, a $23B gross equity raise and a ~38% drawdown from the high make INTC a compelling long. Our $100 base target assigns no value to an SK Hynix partnership.Tue, 25 Aug 2026 00:00:00 GMTCatalyst Notessemiconductorsfoundryoptionshttps://hideyoshicapital.com/research/intel-q2-fy26-earnings-setuphttps://hideyoshicapital.com/research/intel-q2-fy26-earnings-setupAfter an 11% two-session rally on Apple and Microsoft joining the 18A-P design-partner program, Q2 decides whether the pipeline keeps converting. The gap from commitments to actuals is the trade.Tue, 21 Jul 2026 00:00:00 GMTCatalyst Notessemiconductorsearningsoptionshttps://hideyoshicapital.com/research/seagate-sold-out-nearlinehttps://hideyoshicapital.com/research/seagate-sold-out-nearlineSeagate is the first US storage name to report into a market where nearline HDD capacity is sold out through calendar 2027 and trade prices rose ~10% after guidance was set. The July 28 print is both a beat candidate and a read-through for the storage stack.Fri, 17 Jul 2026 00:00:00 GMTCatalyst Notesstorageearningsoptionshttps://hideyoshicapital.com/research/frontier-verizon-merger-arbitragehttps://hideyoshicapital.com/research/frontier-verizon-merger-arbitrageVerizon's $38.50 cash offer for Frontier left a 2.5% spread with state approvals outstanding. Our model of the spread, close scenarios, IRR and the options overlay.Tue, 28 Oct 2025 00:00:00 GMTMerger Arbitragemerger arbitragetelecomoptions