Intel's One True Stakeholder is Here

AMAT Q325. Tanking On Tepid Leading Edge Outlook & China Woes

Nongfu Spring and China's Bottled Water Wars

CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know

Lattice Semiconductor Q2 2025 Financials

TR38: H20, GPT-5, Ajinomoto Build-up Film

Nanya July Revenue Soars 31% MoM As Micron Revises Current Quarter Guide Up >5%

What Happened to Fortinet? FTNT Stock Analysis

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

Earnings: Hyperscalers, AMD, ALAB, ANET

D2D Cont'd: The Quest for Returns

Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke

The AI Bandwidth Wall & Co-Packaged Optics

Apple. A Master Class On How To Win Friends & Influence People

Intel. Crisis Mode All Over Again

Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?

Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis

Source Control

AMD 2025 Q2 Financials

D2D Cont'd - Earnings is Upon Us

Intel. Was Tesla's Deal With Samsung The Death Knell For IFS?

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

Visa's Debit Card Monopoly

LRCX FY 25Q4. Record Quarter, Record Year But Beware Tariff Threats & China Exposure

Microsoft FYQ425. Who Says Elephants Can't Dance?

With Directed Self Assembly, the Chips Make Themselves (Kinda)

Arm 2026 Q1 Financials

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

D2D Cont'd - Intel and the Wide Open Barn Doors

Whatever Happened to China's Bandit Phones?

Intel Q225. GM Obfuscation, Red Flags & 14A Now Officially A Risk Factor

Turing Award Histories

Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment

Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Intel 2025 Q2 Financials

Saudi Arabia's Crazy Wheat Self-Sufficiency Policy

Intel CEO Letter to Employees

Efficient Computer's Electron E1 CPU

Semiconductor Key Indicators Q2 2025: PC, Smartphone Unit Shipments, Global Semi & WFE Sales All Looking Good

Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

D2D China: PRC SOEs Are Not Known for Their Risk Appetites

How the Computer Helped the Boeing 787 Soar

MIPS

TSMC Q225. Surfing The AI Tidal Wave With Style

AT&T’s UNIX PC Failure

ASML Q225 Earnings. Solid Results, Forecasting 15% Growth In 2025, Down 7% In Pre Market. But Why?

Software Follow Up

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!