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Tech & AI6h ago
ELECTION VOL: THE CHIP SHOT NOBODY’S TAKING

The ‘tourist is loading up on index puts

Kevin MuirIndex #30
Tech & AI1h ago
Lumentum: AI Growth Story Just Getting Started

This will be a long, in-depth article looking into Lumentum’s recent fourth quarter results, how the next FY2027 looks like for the company and the next key catalysts and growth drivers for the company.

Simple Investing

Tech & AI

17 stories · index & rising authors
1d agoTech & AIHot Chips: Google 8th Generation TPU PresentationTwo chips per year are better than one.Tae Kim#521d agoTech & AIPosition Update: Re-entering an AI Infrastructure Holding Following a Quick 46% WinEarly in August I exited my basis in an AI infrastructure holding for a 2 week +46% to only leave house money.SixSigmaCapital#882d agoTech & AINvidia: Why The Market Is Getting It WrongDespite the 106% revenue growth it delivered in the quarter, Nvidia trades at just 18x forward P/E multiple.Simple InvestingRising #232d agoTech & AI$CRDO: The AI Buildout Comes Down To The Wire5 of 6 hyperscalers as customers, and 88% AEC share. Company breakdown and Q1 earnings analysis.Asymmetrical Bets#402d agoTech & AIThey Shorted the Wrong Side of AIBetween the Lines - Vol. 18Lord Fed#173d agoSemiconductorsHot Chips: OpenAI Jalapeno PresentationOpenAI made a hot and spicy chip.Tae Kim#523d agoSemiconductorsSEMICON Taiwan: Inside the FOPLP RevolutionNotes from the floor on the industry’s transition from wafers to panelsDaniel Romero#703d agoAI & Machine LearningInterview with Dylan Bristot (GTM @ Nebius)A conversation on how AI infrastructure is evolving, where enterprise adoption is heading, and which bottlenecks could define the next phase of the AI trade.Daniel Koss#413d agoTechnology & SoftwareShould You Buy Backblaze ($BLZE)?The 20-Year Storage Operator the AI Buildout Just DiscoveredDaniel Koss#413d agoTechnology & SoftwareInside the AI Cloud Business - Who actually makes money renting out computeNeoclouds, colocation and converted miners earn wildly different revenue per megawatt and often converge on similar returns on cost. What separates them is how long they get to earn it.Ren#974d agoSemiconductorsMarvell After Q2: What Changed in My Thesis?I have written about Marvell several times over the past few months.JP InsightsRising #744d agoTechnology & SoftwareMeta's AI Infrastructure: Mispriced, Misread, and MassiveI analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it, I also shared why I believe Meta isUncoverAlphaRising #326d agoTechnology & SoftwareNVIDIA: Can’t Build Fast EnoughA surprise acquisition reaches beyond chipsApp Economy Insights#51
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