It's hard to enter the market during a capacity crisis
It Isn't Transistory
The last week of earnings coverage - and an idea
Earnings season is upon us. Some companies are having more fun than others.
Intel’s turnaround turned around the stock
A gentle reminder that things are still fine in semiconductors right now
A week of investor days and silicon dreams
A tale of two Global Foundries
In the battle of bandwidth and compute, Cloudflare has a strong hand. A dive into networking infrastructure.
Short term and long term trends collide in this newsletter
Writing about some thoughts that have been bouncing in my head
Just a quick update on WFE 🔥🔥🔥