Browsing Category

Eco-systems

Anthropic – The issue of price

The cure for high prices is high prices.

Datacentre Update – Still Adrift

Q3 2026 needs to be amazing.

SK Hynix Q2 26 – Greed and Fear

A question of who you believe.

China Tech – Black and White

Hype tells one story. The stock market tells the opposite.

AI Energy – Two Birds, One Stone.

Going behind the meter should solve a lot of problems.

Meta Platforms – Sunshine Pt. II.

This is not a long-term opportunity

USA vs. China – Belt and Road 2.0

Everyone says it. No one means it.

IBM – SaaSpocalyspe?

An example of one to have avoided.

USA vs China – Small Time Smuggler

Chip smuggling is pretty irrelevant.