TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead
We expect 2025 to be another growth year for TSMC, likely in the mid to high teens range. Expect Q125 to be down ~5% QoQ based on normal seasonality.
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Is Quantum Computing An Existential Threat To NVIDIA?
In the wake of Jensen's comments on QC last week, an analyst covering IonQ claimed that QC is an "existential threat" to NVIDIA, and that's why he...
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NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!
Project Digits aims to put a supercomputer on everybody's desk for $3000. Seems crazy but feels like a 1977 Ken Olson moment "no reason anyone...
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Intel @ CES 2025. Doubling Down On The AIPC & Other Fantastical Tales
AIPC/CoPilot+ PC concept is struggling to gain traction. They will sell in volume, but only because buyers will have limited alternatives...
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Quantum Computing Part 1. Christmas Miracles & Multiverse Musings
The recent launch of Google Quantum AI's latest quantum computing chip Willow has sparked a frenzy of interest by investors that's seen the share...
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