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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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...
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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
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NVIDIA. Yikes! Have We Missed The Boat?
Q1’23 revenues of $7.19 billion, -13% YoY but up +19% QoQ. Q2'23 outlook @ $11 billion, a ~55% QoQ increase. NVIDIA may be the gold rush, but picks...
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