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William Keating

William Keating
Semiconductor & Technology Specialist
Ingenuity

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bearishIntel Corp
01 Feb 2025 03:55

Intel Q424. It's A Journey, Not A Destination

Transition to EUV abysmally slow, Falcon Shores cancelled, Clearwater Forest delayed, GMs will see some improvement or mixed improvement in 2026....

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bullishASML Holding NV
30 Jan 2025 05:32

ASML. Strong Finish For 24, Robust Outlook For 25 With AI As Key Growth Driver

The high end of ASML's 2030 revenue range represents a CAGR of 13.5%. This compares to a CAGR of 18% in the 2015-2024 time frame & TSMC's 20% CAGR....

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bullishNVIDIA Corp
28 Jan 2025 08:01

NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red Flag

Dr. Kim over at TSMC (allegedly?) is trying to trace all h100 & h800 shipments for the past two years. This Insight might be helpful :-)

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28 Jan 2025 07:56

DeepSeek R1. Ahem, This Is Awkward..

DeepSeek's R1 is a game changer that's taken the world by storm. It's a fantastic win by a Chinese team and a huge endorsement of the open source...

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bearishOpenAI
24 Jan 2025 08:44

Stargate. It's Not All About You Microsoft. Or You Either Elon

Stargate is effectively positioning Open AI as a strategic capability to protect the national security of America and its allies.Yikes, how did...

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