38 Articles 1 Followers
26 Aug 2026 3 minute read 0 comments Perfectionist25
While Nvidia, AMD, and hyperscaler companies may be at the forefront of AI investments, ASML is one of the most critical companies behind this race. This is because ASML is at the heart of the lithography machines needed to produce the world's most a...
25 Aug 2026 3 minute read 0 comments Perfectionist25
While everyone's attention in the world of artificial intelligence is focused on the new models being trained in massive data centers, the real battle is being waged much more quietly and subtly. This battle isn't about training, but about "inference...
13 Aug 2026 3 minute read 0 comments Perfectionist25
By 2026, the AI infrastructure market has completely moved beyond the raw hardware power race and entered a strategic phase managed by software ecosystems. While the TFLOPS values of hardware cards are converging on paper, enterprise infrastructu...
25 Jul 2026 3 minute read 0 comments Perfectionist25
Global AI chip sales are expected to exceed $500 billion by 2026. The largest slice of this massive market has long been held by general-purpose GPU manufacturers like Nvidia and AMD. However, as AI models grow and become more integrated into daily l...
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...
