Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut vitae lectus quis felis volutpat volutpat Lorem ipsum dolor sit amet, consectetur...
452 Views
When Giants Run Out of Gas; Some Among Super Seven Are Losing Steam
​Super Seven drove >80% of the S&P 500's gains this year. Can the Super Seven continue to outperform the broader market? Lately, the Super Seven...
507 Views
Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...
505 Views
Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers
Google, Microsoft, and Facebook reported earnings. Let’s discuss their capex plans and what that means for our new data center champion, Nvidia. I...
480 Views
Japanese Semiconductor Stocks and AI "Winners" that Ain't So
Another BSPDN name and some ABF ideas. Not every AI semiconductor stock is actually winning. This edition just so happens to be Japan focused
559 Views