TSMC's Data Flywheel: The Real Barrier to Intel's Comeback

TL/DR: $TSM remains the only bankable choice for volume production of the most advanced chips today.

Will LLMs be Commoditized?

TL; DR: Don't sleep on $GOOGL’s "free tier" playbook

More bullish on Nvidia now

despite “vendor financing” boosting GPU demand headlines!

New trades: Alibaba $BABA and Baidu $BIDU

Plus Micron, Alphabet Trade updates

Deep dive: Uber vs. Tesla? My bet on Uber to ride the autonomous vehicle (AV) technology shift

Plus Current Trade updates

Rethinking my Google short ahead of earnings... decided to go Long instead

Plus Nvidia and Robinhood Trade updates

Circle’s $100 billion market cap by 2030

Plus AMGEN and Nikkei Trade updates

New Trades: HOOD, META, and Navigating US Energy Policy Shifts

How much Nvidia sales are really at risk from the latest export controls?

Short-Term Trade: Japan

Japan, Micron Trade Update, and Hedge Funds Deleveraging

Down $20K on Solana

Solana, Tesla, and Markets Update

Risk-Neutral Pair Trade Idea?

Long UnitedHealth (UNH), Short Humana (HUM)