This website uses cookies
Read our Privacy policy and Terms of use for more information.
Insider
Nov 3, 2026
•
10 min read
All three are borrowing to build, each earnings call had one answer worth replaying, and net income is the wrong number to compare them on this year. Here's the re-run, the funding math, and my ranking of who's best placed.
Oct 28, 2026
6 min read
Quarterly revenue went from $787 million to $11.6 billion in a year, and the June quarter turned an operating profit. The $80.7 billion first-half loss is mostly a financing mark.
Oct 4, 2026
9 min read
Two agent failures, an FTC investigation and a permission check priced at $0.000025. Nine names, and a test of which security vendors customers will pay extra for.
Aug 30, 2026
5 min read
On October 5, the argument everyone's been having about AI infrastructure gets settled by a number anyone can look up.
Aug 23, 2026
12 min read
The two questions I ask before I believe any company's AI story
Aug 5, 2026
Chinese drones, routers, and robots went first. Optical transceivers are next, and the pattern tells you what's coming after that.
Jul 21, 2026
7 min read
The previous two issues showed the money is real. This one traces the dollar one level down, to the toolmakers and the IP that capture the most durable value.
Jul 20, 2026
8 min read
Why these names really fell, the upside management left out of the numbers, and a dated calendar of what to watch.
Jul 13, 2026
One is my anchor, one I avoid. The difference is what AI does to a control point versus a chokepoint.
Jul 8, 2026
What the 2.5% float really means, the quiet SK Square story, and how I'd size it next to Micron
Jul 1, 2026
4 min read
Both are my newer power-semiconductor positions. They ride the same wave from opposite ends.
Jun 23, 2026
They move together on the screen. Inside the rack they do opposite jobs, and optics splits their futures.
Jun 12, 2026
The anchor name, the AMD precedent, the 2027 renewal window, and what I hold
