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Weekly
Jul 19, 2026
•
6 min read
ASML, TSMC, and a quality-check company most people have never heard of all reported in 72 hours. All three raised.
Tips
Jul 16, 2026
5 min read
The real edge isn't the hot name. It's a process you can run yourself.
VIP
Jul 14, 2026
7 min read
Every AI chip needs a traffic system. One small company licenses it, collects royalties on it, and just showed up in AMD's chiplets.
Insider
Jul 13, 2026
One is my anchor, one I avoid. The difference is what AI does to a control point versus a chokepoint.
Jul 12, 2026
The four signals I'm watching in Thursday's print, and what a strong quarter would mean for the chip names I hold
Jul 10, 2026
What a SPAC is, how the Agility Robotics deal works, and what to check before you touch it.
Jul 8, 2026
10 min read
What the 2.5% float really means, the quiet SK Square story, and how I'd size it next to Micron
Jul 7, 2026
What Meta actually did on July 1, the one rule that cuts through it, and who really has a problem versus who just got dragged
Mid-Year Review
Jul 5, 2026
The names I hold, the one I'd avoid on the AI question, and the layer that wins regardless
