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Read more about the article AI Gary Easier to Digest Than Human Gary, But…
Market Indicators / Public

AI Gary Easier to Digest Than Human Gary, But…

Here is me, as interpreted by a machine that sounds way better than me It's chilling. I have written a lot of words about my views on yield curves, the…

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October 9, 2024
Read more about the article Super Micro Stock (SMCI): More Margin Worries on AI Servers and Chart Gap
Public / Semiconductors / Stock Market

Super Micro Stock (SMCI): More Margin Worries on AI Servers and Chart Gap

Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…

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August 7, 2024
Read more about the article Arista Networks Stock (ANET): Sometimes it’s Best to Ignore the Noise
Public / Stock Market, US

Arista Networks Stock (ANET): Sometimes it’s Best to Ignore the Noise

Arista Networks Stock (ANET) takes off in after-hours Per Friday's Trade Log after I'd already added the drop in ANET and upon seeing it drop more: Not sure what is…

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July 31, 2023
Read more about the article AI Chips: What They Are and Why They Matter
Notable Public Posts / Semiconductors

AI Chips: What They Are and Why They Matter

In a nod to the Trump administration, on which I am often very hard, I now understand why they would seek to impair parts of the US Semiconductor Equipment industry…

Comments Off on AI Chips: What They Are and Why They Matter
October 5, 2020
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