semiconductors

Everyone has datacenter and GPU exposure, the 2000's taught us the next bottleneck will likely decide the best opportunities in AI

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?

Complacency not catalysts will trigger the next 20% fall, and it could happen within 4 months

AI demand has sent chip stocks soaring, but the next phase may test investors’ conviction.

Oil hit $120 again. Last time it coincided with a bear market. This time the AI economy and forgotten economy are rewriting the playbook.

Alibaba leads China’s quest for AI independence, propelled by its co-founder Jack Ma’s renewed influence.

Asia is home to key manufacturers crucial to the global AI supply chain.

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when the cat appears.