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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
5 min read
One is my anchor, one I avoid. The difference is what AI does to a control point versus a chokepoint.
Weekly
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
Tips
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
6 min read
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
Jul 2, 2026
Why the market read Anthropic's Mythos backwards, and the simple map for what comes next
+1
Jul 1, 2026
4 min read
Both are my newer power-semiconductor positions. They ride the same wave from opposite ends.
