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INSIGHT PROVIDER
Top Quartile
William Keating
Semiconductor & Technology Specialist
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Ingenuity
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Location:
Hong Kong
Joined:
11 August 2017
457
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Recent
bearish
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Intel Corp
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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....
William Keating
498 Views
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bullish
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ASML Holding NV
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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....
William Keating
290 Views
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bullish
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NVIDIA Corp
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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 :-)
William Keating
1.4k Views
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bullish
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Thematic (Sector/Industry)
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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...
William Keating
644 Views
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bearish
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OpenAI
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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...
William Keating
625 Views
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