The First Tick

Markets, before they open

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A free daily pre-market intelligence brief covering market-moving catalysts, earnings, analyst moves, and macro data — delivered before the U.S. market open on every trading day. What sets it apart is the second-order read: not just what happened, but the non-obvious consequences that follow. Grounded in real data, validated before each issue ships.

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Mike Aaronson

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AMKR — Amkor Technology Sits at the Exact Juncture Where AI Package Complexity Becomes the Decisive Margin Variable · The First Tick

The conversation around advanced semiconductor packaging has centered almost entirely on TSMC's CoWoS capacity and the race for leading-edge nodes — but the durability of that framing obscures where the next constraint…

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