Taiwan AI Supply Chain Names: Four AI Plays to Short as Hedge Vs. An Nvidia Long
Taiwan's AI supply chain names have fallen over the last month, yet many have still outperformed Nvidia by a wide margin over the last six months.
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ARM IPO Breakdown
ARM prices this Wednesday and trades on Thursday. I have a lot of thoughts. This will be a great post if you want to learn about ARM. So, without...
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Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel
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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...
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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...
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