​If you’ve been following AI news lately, you’ve probably heard Jensen Huang mention a new bottleneck: inference. In plain English, while we used to focus on “training” AI to learn,…

​ ​1. The “Suit & Tie” Correlation 👔 ​Why do rental cars care about M&A? Because deals don’t happen over Zoom—at least not the big ones. A “hot” M&A market…

Imagine you have a special kind of digital money called Ethereum, or ETH. It’s not like the paper money you have in your wallet; it’s all on the internet. To…

The semiconductor foundry business is a unique and highly intricate model, one that transcends mere assembly or manufacturing. It represents a sophisticated blend of service and cutting-edge technology, where the…

So, back to the analysis on TSMC. If TSMC takes a stake in Intel fabs, it will gain access to state-of-the-art U.S. fabs at a fraction of the cost. It…

In recent times, there has been a noticeable trend of hedge funds increasing their investments in the S&P 500 (SPY).This trend is driven by several factors, including market momentum, concentration…

The most undervalued opportunity lies in connectivity. It is taken for granted. No, really, it is. Let’s just turn the clock back just 10 years. So, it’s 2014. Can you…

No, really, it is. Let’s just wind the clock back just 10 years. So, it’s 2014. Can you remember what it was like to watch your favorite YouTube video back…

AI is a productivity tool. I’ve been hearing a lot of euphoric future predictions about how it’s going to make us more productive. My question is then: how can we…

The world now has developed a hate or love relationship with AI. Some people think AI is the cure to all of humanity’s problems, some think AI is going to…