Articles: 42
25 Jul 2025, 15:13
Money
Was way too late on AEHR
15 Jul 2025, 20:31
Let's refine the thesis. Sorry guys, the net cope means I'm probably going to be right.
10 Jul 2025, 12:03
07 Jul 2025, 20:04
Learn about one of the biggest trends in Inference.
30 Jun 2025, 14:08
Musashi, Renesas and WOLF, and Micron
16 Jun 2025, 20:30
Sponsored by Core Research from SemiAnalysis
09 Jun 2025, 12:30
SCSP (Government and AI) and Applied Digital's Win
27 May 2025, 16:09
When you're the only fabric that's working, might as well extend the moat.
19 May 2025, 13:27
Huawei is going to repeat one of the most common playbooks, and semiconductor margins are the target
12 May 2025, 20:12
Obvious Tariff Pull Forwards meet positive earnings
05 May 2025, 20:49
Quick takes (backlog from last week)
29 Apr 2025, 20:02
Chaos and complexity in a global supply chain
28 Apr 2025, 13:53
A very quick round up of earnings
22 Apr 2025, 13:29
A brief overview of TSMC and then a conversation of supply chains and inventory orders
14 Apr 2025, 20:30
A quick update about two deals, and why something seems up at Marvell.
11 Apr 2025, 15:15
Yields, Tariffs, and Semiconductors
03 Apr 2025, 21:51
Superpower Suicide Continues. I think I'll call it L Day for Short
02 Apr 2025, 20:42
This is a shorter piece talking about some of the cross currents in markets right now.
25 Mar 2025, 13:25
NAND Pricing up yet Micron is down. What Gives?
17 Mar 2025, 20:41
I thought I'd have an update on the cycles, and why I think one is much better positioned than the other.
12 Mar 2025, 13:27
Yes a pod is blowing up somewhere. We are in a regime shift.
25 Feb 2025, 21:03
Why its different this time for this niche semiconductor company.
12 Feb 2025, 13:03
More earnings
09 Feb 2025, 19:46
First of two weekly earnings summaries.
03 Feb 2025, 23:20
Vibes are still good at the hyperscalers. Less so in Automotive and industrial.
29 Jan 2025, 16:10
Just how much can price change sentiment?
21 Jan 2025, 15:55
Plus AEHR, APLD, NANYA, Suss earnings
13 Jan 2025, 01:43
What is a capital cycle and why AI is building the mother of all capital cycles
03 Jan 2025, 23:03
O3 and what's next. Marginal costs are coming for tech companies.
19 Dec 2024, 23:58
Economics is the primary Scaling Constraint, and despite it ChatGPT usage is hitting real scale.
05 Dec 2024, 21:30
Pat lost his seat because of an incompetent board. Let's meet them.
29 Nov 2024, 14:06
Export controls are a buying event
