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Brad Casemore

Brad Casemore is a former technology market analyst and an IT-industry veteran. After approximately 35 years of mostly gainful employment, he is now retired from the daily grind.

Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics

I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality. Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving

Reviewing Some Stuff I Couldn’t Think About

Exploring the Iron Law of Cloud-Era Datacenter Infrastructure

On more than occasion in the recent past, I’ve discussed why I believe Nvidia’s impressive sprint to nosebleed heights on the stock market has set the stage for a descent to a more modest plateau. In the end, Nvidia’s inevitable decline in market valuation will result from

Join the Crusade Against Jargon

Why is the corporate world, the technology industry most definitely included, in a permanent war against candor and intelligible communication? The impenetrable jargon that proliferates within the tech industry has gotten so bad that a digital decoder ring should accompany each press release. What is the industry’s problem? Why

Cisco Q4 Results: Rising Orders Deliver Respite

Young VCs Air Grievances on the Unfairground

Juniper and Cisco: Diverging Paths in Shifting Networking Market

Intel’s Fitful Transformation Gets Bumpy

The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo

In closing yesterday’s post, I wrote the following: One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.” Tomorrow I will challenge such a facile view, which is, at best, glancingly

Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons

I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be