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Where is the Tariff Pull Forward?

April 22, 2025, 1:29 p.m.

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Fabricated Knowledge
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MRVL-IFX Deal and Intel Silver Lake Deal

April 14, 2025, 8:30 p.m.

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After the Fallout: Yields Spiral

April 11, 2025, 3:15 p.m.

Some Paywall
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Fabricated Knowledge
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Liberation Day and The New World Order

April 3, 2025, 9:51 p.m.

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Fabricated Knowledge
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CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid

April 2, 2025, 8:42 p.m.

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GTC, Micron and Cyclicals

March 25, 2025, 1:25 p.m.

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Cycles Update: AI Waning and Auto Waxing

March 17, 2025, 8:41 p.m.

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Recessions and Semiconductors

March 12, 2025, 1:27 p.m.

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Design Win and Incentives

Feb. 25, 2025, 9:03 p.m.

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Earnings: Optics(COHR, FN, LITE), Soitec, IFX, SWKS, ONTO, ENTG

Feb. 12, 2025, 1:03 p.m.

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Vibe Check: Google and Amazon. Earnings: IoT(SMTC, NOD, SLAB,PI), RMBS, AMD

Feb. 9, 2025, 7:46 p.m.

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Vibe Check: MSFT & META Earnings: LRCX, MXL, WOLF, ASML, CLS, STM, ALGM, INTC

Feb. 3, 2025, 11:20 p.m.

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DeepSeek: Is this Jevon's Cope?

Jan. 29, 2025, 4:10 p.m.

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TSM - It's Good to Be the King: 1 Trillion Incoming

Jan. 21, 2025, 3:55 p.m.

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Capital Cycles and AI

Jan. 13, 2025, 1:43 a.m.

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2025 AI & Semiconductor Outlook

Jan. 3, 2025, 11:03 p.m.

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Scaling Laws Meet Economics, but Adoption is still Accelerating

Dec. 19, 2024, 11:58 p.m.

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The Death of Intel: When Boards Fail

Dec. 5, 2024, 9:30 p.m.

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Happy Thanksgiving Semicap & Semiconductors

Nov. 29, 2024, 2:06 p.m.

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NVIDIA: Waiting on Blackwell, and the Networking Question

Nov. 21, 2024, 2:03 p.m.

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Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

Nov. 11, 2024, 11:10 p.m.

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The Rise of Amazon's Trainium 2

Nov. 4, 2024, 1:03 p.m.

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Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC

Nov. 4, 2024, 1:28 a.m.

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Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI

Oct. 27, 2024, 10:21 p.m.

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Idea in Smartphones

Oct. 22, 2024, 1:01 p.m.

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