34 Articles 1 Followers
30 Jun 2026 3 minute read 0 comments Perfectionist25
A New Era in the Chip Wars: Sovereign Silicon and Intel's Unexpected Resurgence Twelve months ago, the tech world was watching the death throes of a giant that invented the modern microprocessor. Intel, whose stock price plummeted to $19 in December...
24 Apr 2026 2 minute read 0 comments Perfectionist25
AMD has been working on custom chips for years, and I believe that by 2026, this will pose a huge problem for AVGO and ARM. The biggest advantage of #ASICs from the beginning was that they could be designed entirely for specific purposes; this allowe...
21 Nov 2025 2 minute read 0 comments Perfectionist25
Despite the pressure from trade restrictions with China, Nvidia maintained its leadership in AI chips, once again posting results that exceeded expectations. Nvidia, which has become a virtual "industry barometer" for understanding the trajectory of...
3 Nov 2025 5 minute read 0 comments Perfectionist25
Last week, we discussed the Federal Reserve's interest rate cut. A ceasefire has begun in the trade war between China and the US. Many companies' balance sheets have arrived. It was a rather chaotic week, but the most important story of the week wasn...
18 Oct 2025 6 minute read 0 comments Perfectionist25
The world's eyes are on precious metals, and therefore, when we look at the indices, Trump's statements, which have now created a stigma in the market: Trump's statements, his tweets, have surpassed technical analysis. In other words, Trump is saying...
27 Aug 2025 1 minute read 0 comments Albertocrypto
Truist analyst William Stein recommended buying a chip stock other than Nvidia, but Advanced Micro Devices (AMD). After posting solid quarterly earnings, Stein changed his rating on the chipmaker from Hold to Buy and raised his price target to $213 f...
15 Aug 2025 3 minute read 1 comment Perfectionist25
Trump has signed another unprecedented rule, requiring Nvidia and AMD, which sell H20 and MI308 chips to China, respectively, to pay a 15% share of their revenue to the US government. The ethical and legal merits of this are debatable, but ultimately...
12 Jun 2025 2 minute read 2 comments Perfectionist25
Microsoft (MSFT) is launching a branded handheld console for the first time in its history, competing with Nintendo’s (NTDOY) Switch 2, which was unveiled on June 5. Here are the first details: Known for its many different business segments, Microsof...
5 Mar 2025 8 minute read 0 comments Perfectionist25
Let's imagine together. A fund manager gives you investment advice and talks about a company. He says that the products of this company are so good that they end up on the black market. Large companies, universities and even states resort to illegal...
28 Feb 2025 11 minute read 2 comments Perfectionist25
The Nvidia balance sheet, which the markets have been waiting for with great curiosity, has arrived. The numbers are truly mind-boggling. Now we will dive into the depths of the balance sheet, look at what the CEO said, and try to examine the comment...
