The Internet as You Know It Is Dying
Humans are not alone on the internet anymore. That will change the Internet as you know it. If you pay attention, the Internet has been a bit...
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AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
398 Views
Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
Welcome to the Halloween Earnings Edition. It's a spooky time in markets. So far, there’s been a lot of volatility this earnings season,...
257 Views
BOM Cost and CoWoS Demand Analysis on Nvidia AI GPU HGX for 2023-2025, Room to Raise Estimates
After conducting our in depth bill of materials and CoWoS demand analysis on Nvidia H100 AI GPU HGX for 2023-2025, we conclude Bloomberg estimates...
2.9k Views
US Factor Strategies: Value and Dividend Yield Outperform in September, Higher for Longer Narrative
US rates and factor strategies: higher for longer likely to drive outperformance of short duration factor strategies, long US value short US growth.
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