What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?
The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM was one of the innovations that has helped new AI (like LLMs) get trained in an increasingly efficient manner. AI inference is the next phase of the AI data center build, and new memory architectures […]
Something Big Is Happening: Industrial Lasers and Manufacturing
We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive on analog chips used in auto/industrial/power semiconductor applications (video linked above). With a coming uptick in U.S. manufacturing activity — possibly a longer cycle of growth led by AI data center construction — let’s circle […]
Time to Cut Losses On The Trade Desk (TTD Stock)?
A year ago, we outlined why we were still optimistic about The Trade Desk (TTD) — assuming earnings results were positive through at least a couple quarters in 2025. The Trade Desk Flops — Is the Company In Trouble? Time to Buy TTD Stock In 2025? Well, that didn’t happen, and the stock continues to […]
Something Big Is Happening — Analog Devices Signals New Wave of Growth
We left off the first half of this series awaiting earnings from one of the industry’s big names: Analog Devices (ADI). We now have ADI’s Q1 fiscal 2026 in hand (another weird fiscal year, ADI’s Q1 concludes at the end of January). And indeed, the indication is the U.S. industrial sector (industrial design and a bit […]
The Little FPGA Engine That Could — Lattice Semiconductor
In May 2025, we put out a public video (link above) outlining how Intel‘s (INTC) majority stake sale of Altera could benefit Lattice Semiconductor (LSCC) — the small last pure-play stock left standing in the FPGA semiconductor market. To this day, most chip investors continue to overlook Lattice, although after the Q4 2025 update, that […]
AI Infrastructure and Enterprise SaaS Stock Meltdown — the Paradox Explained
It’s 2026, and investing in AI is not so simple anymore. Gone are the days when just buying Nvidia (NVDA) and forgetting about it was good enough. In fact, investors are now grappling with what seems to be a paradox: AI data center and cloud operator (hyperscaler) stocks, and enterprise software company stocks (the ones […]
Is AI Disrupting ServiceNow, Or Paving the Way to More Growth?
Workflow management and automation is a segment of the software and enterprise SaaS industry we’ve invested in for years. But an existential threat has emerged in artificial intelligence (AI), and has sent top stocks in this category tumbling. Is AI really disrupting these businesses, or is there a standout in workflow automation that will benefit […]
Micron Buying A New Fab, Are Memory Chips No Longer A Cyclical Commodity?
Over the weekend, Micron Technology (MU) announced it’s buying a new fab from one of Taiwan’s smaller semiconductor foundries, Powerchip Semiconductor Manufacturing (or just PSMC, TWSE:6770). On the surface, Micron’s move is simple: Spend $1.8 billion, get a bunch of new DRAM manufacturing capacity ready for the second half of 2027 — DRAM being the […]
10% Cap On Credit Card Interest Rates — 1 Top Digital Payments Stock For 2026
Over on Semi Insider, we’ve been discussing where value can be found as 2026 gets rolling. The digital payments industry, and finance sector at large (a top consumer of all things IT), is one such area. Below is an excerpt from the article series on how blockchain technology has matured, and is now actually producing […]
Nvidia Lands A New Employee For the AI Inference Race
Much work has been going into breaking down the memory bottleneck to make AI inference (the AI being put to work in software after it’s been trained). A few months ago, we discussed the Nvidia (NVDA) “acqui-hire” of semiconductor design startup Enfabrica. The recent announcement of the Bluefield-4 DPU and Nvidia Inference Context Memory Storage […]