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Remembering the man who coined the law, and examining what really made Moore's law a law after all.
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Whose exposed to SIVB? It's a short list that doesn't seem to have much exposure.
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Thought I'd put a quick note out
Is Linear Drive as big of a deal as Arista Networks making it out to be?

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The Price Leaves a Lot of Room for Error
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A quick note about Silicon Carbide, and who wins and loses.
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I'm launching a second substack. It's sector agnostic stock dives. More ideas, less industry coverage.
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Intel's Dividend cut is the first step in the right direction, Nvidia is an AI service company, and BESI talks about their hybrid bonding potential
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Certain parts of the semiconductor industry look better positioned than others
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Applied and Axcelis put out gravity defying results. The average Semiconductor company is holding up better than I would have thought
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An Interview with Rajesh Vashist, CEO of SiTimeListen now (46 min) | The story and opportunity of SiTime, the premier semiconductor timing company.
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China and the Q1 Inventory Bottom, Microchip's Q1 Revenue Guidance and the Soft Landing of Microcontrollers, Rambus Q4 Results: A DDR4 to DDR5…
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Fabricated Knowledge

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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