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4 hours ago 4 minute read 0 comments Perfectionist25
$LITE | Lumentum has become one of the most compelling stories in the second-tier AI infrastructure race in semiconductors; the first being GPU, CPU, and memory. Everything I'm writing now is based on my personal readings and inferences. Therefore, y...
3 Jul 2026 2 minute read 0 comments Perfectionist25
The most recent list of stocks with "Strong Buy" and "Buy" signals from top analysts, whose annual returns have shaken the market, and their critical justifications in the data centers, AI infrastructure, and renewable energy sectors, have been revea...
1 Jul 2026 1 minute read 0 comments Perfectionist25
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
21 Jun 2026 3 minute read 0 comments HMx10
The AI PC Dream Just Got Real: NVIDIA's RTX Spark Is a Windows Superchip Built for Local Agent Intel and AMD have been fighting a cute little war over mobile efficiency. NVIDIA just changed what the battlefield looks like. At Computex 2026, the gre...
11 Jun 2026 1 minute read 0 comments Perfectionist25
NVIDIA has announced a series of agreements with South Korean giants in the AI infrastructure race. I've compiled them for you. This visit is not just a diplomatic tour. Nvidia is connecting all the links in its AI factory ecosystem one by one: SK...
6 Jun 2026 2 minute read 0 comments CondividiSulWeb
For years, AI has lived mostly in the cloud.Now NVIDIA wants it sitting directly on your desk.At Computex 2026, CEO Jensen Huang introduced RTX Spark, a new AI-first computing platform that could reshape how people think about personal computers. Unl...
31 May 2026 2 minute read 0 comments Perfectionist25
A recent analysis published by JR Research sheds light on one of the biggest paradoxes in the financial world: Despite Nvidia literally "showing off" in its Q1 results and increasing its annual revenue to $216 billion (3.5 times FY2024), the market r...
2 May 2026 3 minute read 0 comments Perfectionist25
About 60 years ago, American historian/sociologist Lewis Mumford wrote a groundbreaking work on the implications of technological transformation. In his book, "The Myth of the Machine: The Pentagon of Power," Mumford spoke of a "megamachine." Accordi...
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...
20 Mar 2026 4 minute read 0 comments Perfectionist25
As of today, all MAG7 stocks are experiencing a negative year. However, they aren't all falling for the same reason. They aren't facing the same stress, and they won't all emerge with the same results. The market is currently asking MAG7: when and ho...
