Intel’s (INTC Stock) Meltdown Culminates In Corporate Gaslighting
Once again, it brings us no pleasure to discuss the steady meltdown of Intel’s (INTC) business. But this go around, it was especially egregious, and CEO Pat Gelsinger and the management team gaslit shareholders – and the world – as it maintains its recent actions are somehow all part of the planned bigger picture. Two […]
AMD AI Is Not the Same As Nvidia AI, and That’s OK For Chip Stock Investors
Lot’s of wild volatility in July, and it’s continued in August. Chip stocks got hit especially hard, some of them even after posting solid earnings. And so we’re going to revamp our thesis that we started on Advanced Micro Devices (AMD) late last year: AMD AI is never going to create an “Nvidia moment,” but […]
The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
Chatter about the “AI bubble” continues, and what it all means for Nvidia’s (NVDA) meteoric rise to one of the world’s most valuable and important companies. Meanwhile, Alphabet (GOOGL/GOOG) – a top Nvidia customer – just had its Q2 2024 financial update. AI made a nearly every-other-sentence appearance on the earnings conference call. There’s serious […]
A Bet On Revolutionary Semiconductor Technology – and A Cheap Chip Stock to Go With It?
ON Semiconductor (ON) came out the last two weeks with some big announcements for silicon carbide (SiC), including a new supply agreement with several Volkswagen brands in Europe. No word on how much this could affect the growth trajectory to the upside, so let’s keep it at management’s stated goal through 2027 (10% to 12% […]
The AI Bull Market Expands to the Rest of the Semiconductor Industry – Cadence Design Systems (CDNS) Stock July 2024
Table of contents: Cadence completes its big acquisition Q2 financial highlights and updated 2024 guidance Cadence is foundational to AI Why was Q2 guidance “light?” A best bet on big chip and big tech custom AI designs Updated valuation notes for July 2024 Just to make a point, this opening paragraph will read almost identical […]
Don’t Think About Investing In Cloudflare Until You Know About This Data Center Stock
Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in our Semiconductor Industry Flow chart, the behind-the-scenes network that powers all the devices we rely […]
AI Chip Packaging Innovation – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years
We’re still in a lull before Q2 2024 earnings season begins in earnest, which gives us time to explore fun little research projects – and come to a deeper understanding of an often-explored part of the semi industry: Manufacturing equipment. Earlier in July, Applied Materials (AMAT) quietly announced a new breakthrough in wafer-level packaging that […]
Nvidia AI Data Centers Need New Power and Cooling Equipment From This 1 Hot Stock
This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia‘s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate these supercomputers, and new ways of cooling the chips and hardware down too. […]
Is PureStorage A Top Data Center AI Stock Right Now?
We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was originally one […]
Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle
Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some highly unqualified opinions on what’s happening, and some atrocious “reporting” that is […]