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AI compute: Nvidia’s Grip and AMD’s Chance
I am sharing my findings regarding Nvidia and AMD, as well as the advantages and weaknesses of both in terms of AI training and inference data center…
Aug 22
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Meta’s AI Ambitions: What’s Really Going On
I focus on two areas: first, why Meta is building its superintelligence group and who these individuals are, and second, what AI does for Meta in terms…
Jul 31
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July monthly alternative data report: NVDA, AMD, ASICs, AWS, GCP, Azure
In this report, I cover two fields. The first one is the Nvidia, ASICs, and AMD battle, where I found numerous valuable insights that have shaped some…
Jul 23
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OpenAI has started to form a "moat"
We are now at a critical point where OpenAI is starting to take off and seriously take over the consumer AI race. At this point, I believe that OpenAI…
Jun 27
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Monthly alternative data report: OpenAI, Google, Meta, Nvidia, Amazon, Microsoft Anthropic
I decided to post an article summarizing some of the most valuable insights from various alternative data providers, and research reports that I found…
Jun 10
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TSMC - the leading edge semiconductor monopoly
I want to share some findings about Taiwan Semiconductor (TSMC). It should be on the radar of all investors following the AI space and technology…
Mar 30
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Google is doing better than expected & why investors are getting overly pessimistic
Search might have a longer run rate. GCP looks like the best-positioned cloud right now. Waymo breakthrough might be sooner than we think. Google's…
Mar 16
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DeepSeek and the ramification on the AI industry: winners and losers?
I wanted to share my thoughts on the recent breakthrough of the Chinese R1 DeepSeek LLM model and the repercussions that this breakthrough will have on…
Jan 27
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