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Fabricated Knowledge

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

July 25, 2025, 3:13 p.m.

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Software Follow Up

July 15, 2025, 8:31 p.m.

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AI is Creating Peak Software, Media is the Best Analogy

July 10, 2025, 12:03 p.m.

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A Conversation with Val Bercovici about Disaggregated Prefill / Decode

July 7, 2025, 8:04 p.m.

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Renesas's Wolfspeed Bath and Micron Earnings

June 30, 2025, 2:08 p.m.

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Semicap Stock Idea

June 16, 2025, 8:30 p.m.

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Applied Digital, Defense Semiconductors, and 1998

June 9, 2025, 12:30 p.m.

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NVLink Fusion: Embrace, Extend, Extinguish

May 27, 2025, 4:09 p.m.

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China's Race to The Bottom: Margin Zero

May 19, 2025, 1:27 p.m.

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Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM

May 12, 2025, 8:12 p.m.

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Earnings: FIX, Advantest, AAPL, MSFT, AMZN, META, MPWR, TOLEY, TER, QRVO

May 5, 2025, 8:49 p.m.

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The Three Tariff Problem

April 29, 2025, 8:02 p.m.

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Earnings: INTC, STM, TXN, VRT, LRCX and More

April 28, 2025, 1:53 p.m.

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Where is the Tariff Pull Forward?

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MRVL-IFX Deal and Intel Silver Lake Deal

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After the Fallout: Yields Spiral

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

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Liberation Day and The New World Order

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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

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Recessions and Semiconductors

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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

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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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