GPUs

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Parsing Arista’s Latest Results and Guidance

It’s all good, but the market is ravenously hungry

Ethernet Strikes Again

A comforting constant in an ever-changing world

We’re in a Strange New World

And we haven’t even figured out how to use AI gainfully yet

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much

Don’t Blame Nvidia for this China Crisis

Stuck in the Middle, Getting a Kicking from Both Sides

Nvidia’s Chinese Misadventure Takes Another Sharp Turn

I was right! (Insert joke about broken clock and blind squirrel)

China Flashes the Wrong Kind of “Go” Sign At Nvidia

China Asks: "Nvidia, how can I trust you?"

Intel’s Networking Exit Was a Long Time Coming

An Afterthought Inside a Behemoth