Earnings Preview (Nvidia and Marvell)
It’s about to be primetime for the AI semiconductor trade, and for the first time in a long time (maybe ever), I wanted to write an earnings...
350 Views
Lessons from History: The Rise and Fall of the Telecom Bubble
The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to the...
344 Views
AVGO Results Good. 55-60% AI Growth in 2025, Same in 26. Consensus Is ~10% Too Low, Stock Expensive
AI revenue projected to reach $19bn in 2025, $30bn in 2026. Consensus estimates for Broadcom revenues are too low, but AVGO is more expensive than...
415 Views
Memory Monitor: Is DeepSeek a Problem for SK Hynix & Micron's HBM DRAM Growth?
SK Hynix predicts 100% HBM revenue growth in 2025E, signaling a shift away from traditional DRAM importance. DeepSeek fears raise concerns for HBM...
1.2k Views
Tech News This Week: Samsung Multiple Negatives. Intel Facing Reality. TSMC, Mediatek.
Tech industry facing job cuts. stable market share for Mediatek-Qualcomm in mobile, foundry top-10 sees growth in 5-4-3nm but struggles with...
464 Views