Inside the AdTech Industry: The Trade Desk's Problems & Outlook

An Emerging Monopolist

The 3D-Semiconductor Era

Manhattan Associates' Problems & One Winner

A Primer on the Deposition Market, and a Deep Dive on the High-Growth ALD Market

How Meta Turned AI into a Profit Machine, and the Three Big Clouds vs the Neo-AI-Clouds

The Winners from DeepSeek, Nvidia, and The Outlook in AI

Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity

A Quality Semi Name at the Bottom of the Cycle

ASML's Strategy to Extend Moore's Law

Inside the DataCenter Liquid Cooling Industry

Waymo vs Tesla: Insider Insights

A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger

A Market Share Winner in the Semi Supply Chain

A Software Pick to Accelerate the Supply Chain

ASML's Problems, and the Outlook for Litho

A Classic Compounder at the Bottom of the Cycle

The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI

Inside TSMC

The OneStream IPO, a Datadog-plus for the Enterprise: A software deep dive

MobilEye: Insider Insights from the Automotive Industry: The Game of Chicken

BESI & The Future of Semis: A Deep Dive

Snowflake vs. Databricks: Inside the Battle for the Data Platform Market: Current developments, from inside the industry

Bentley Systems' New Opportunity: The leader in Infrastructure CAD

Symbotic, after the fall, and the Amazon AWS of multi-tenant warehousing 'WaaS': A tour of Symbotic following the 45% share price drop, and a detailed look at the new Amazon AWS of automated and multi-tenant distribution centers