NVIDIA Q425 Beats, Raises, Market Yawns, Then Vomits. A Lake Wobegon Moment Perhaps?
Jensen presents a utopian, Lake Wobegon-esque vision of an all pervasive AI but in reality the pace of AI adoption will ultimately be determined by...
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What Do Detailed 2024 Semi Stats Tell Us?
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
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Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
Apple's focus on addressing key issues such as battery life and modem efficiency in their entry-level product, the iPhone 16e, to target price...
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Microsoft CEO On AI CapEx: Show Me The Money!
Mr Nadella's approach to AI compute build out has always been a pragmatic "show me the money and I'll build some more compute" approach. After last...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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