Micron FQ3 26 – Peak Power

Micron trades for stability.

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  • 294

EU vs. Everyone – A Blow Upon a Bruise

More regulatory meddling.

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  • 266

xAI – Printing Cash

Another deal at very high margins.

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  • 138

China vs USA – Chinese Whispers

Somewhere the message became garbled.

Intel – Rising Tide

CPU tide floats all boats

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  • 300

Smart Glasses – Oh Snap!

Too big, too expensive, no ecosystem.

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  • 327

OpenAI – Silver Lining

Early contracts could make OpenAI the cost leader.

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  • 293

Artificial Intelligence – Dirty Laundry

I don’t expect this fight to last long.

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  • 278