Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

D2D Cont'd - Is the analog cycle turning?

China's Breakout DRAM Beast

Apple Intelligence. What's Another Year?

A Big Water Battery on a Hill

Huang's Law

AMD Advancing AI 2025: Key Takeaways

Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands

Semicap Stock Idea

D2D China: M&A Floodgates are Opening

Why Gene Therapy is So Expensive

AMD's AI Future is Rack Scale 'Helios'

Alphawave Ditches WiseWave Before Embracing Qualcomm Bid. But Why?

Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

Episode 121: Stop Talking about SAM Please

D2D Cont'd - The Response to our Nvidia Call

Applied Digital, Defense Semiconductors, and 1998

AMD Ups The Ante With A Flurry Of Smaller Acquisitions

A Cult AI Computer’s Boom and Bust

Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis

What's Next for Southeast Asia's Data Center Boom?

The End of Simplification: Intel Abandons X86S

Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)

Episode 36: The AI Mandate of Heaven, Slop

Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?

Intel @ BofA Securities 2025 Global Technology Conference

Semiconductor Memory Q125 Review, Tariff & Tech Transition Impacts, HBM Outlook Etc.

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

D2D Cont'd

Japan’s Recent Rice Price Crisis

Latest US Restrictions On EDA Sales To China Tanks CDNS, SNPS

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

NVIDIA Q126. China Restrictions Bring QoQ Growth Screeching To A Halt

NVIDIA 2026 Q1 Financial Results

Episode 310: PANW Stock: Palo Alto Networks' Strategic AI Investments

NVIDIA's China Dilema Is Worse Than You Think...

Episode 119: Computex, Google I/O, Dell Tech World, and more

NVLink Fusion: Embrace, Extend, Extinguish

Apple In China

South Africa’s Crumbling, Corrupt Electricity Monopoly

Semiconductor Tariffs. No Thanks, But If You Insist...

The Long, Hard End of the Chilean Nitrates Industry

Episode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)

I Need More Chairs

AMD. Adding $6 Billion Buyback & Authorizing 78% Increase In Share Count. But Why?

Personal Computer Origins: The Datapoint 2200

Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's