Samsung Q2 26 – Canary?

A question of demand

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  • 208

Meta Platforms – Jackpot!

Better lucky than good.

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  • 138

Meta & AI Compute – Money Factory?

Meta becomes interesting.

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  • 126

AI Silicon – The Inference Game

The time for niche offerings is now.

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  • 231

OpenAI – The Elusive Trillion

OpenAI could be the dark horse of the AI industry.

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  • 132

China vs USA – Economic Illusion

GLM-5.2 can only be competitive on non-Chinese silicon.

Micron FQ3 26 – Peak Power

Micron trades for stability.

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  • 234

EU vs. Everyone – A Blow Upon a Bruise

More regulatory meddling.

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  • 194

xAI – Printing Cash

Another deal at very high margins.

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  • 123