Tales from the Melt-Up in the AI Time Machine
Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount
Topic
NVIDIA
A collection of 56 issues
The Friday File
A look back, with a forward glance
Nvidia Continues to Excel, But Some Factors are Beyond Its Control
AI needs greater revenue-generating enterprise demand to keep Nvidia's wheel of fortune spinning
Finding Equanimity Amid the Noise
Rational Talk about Bubbles
Belated New Year Salutations from the Belly of the Bubble
The song is discordant, but in some ways it’s the same
Trump’s China Reversal Gives Nvidia a Hollow Victory
The chip has sailed
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
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