AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 73 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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bepresearch.substack.comLatest Issues
The Mohawk Number
Wolfspeed’s CFO gave me the SiC dollar-per-megawatt number sell-side models have not printed.
“My job is not to stay independent. My job is to do whatever we can to create the maximum value.”
How Credo (CRDO) Gives Zero Flaps!
Two quick notes. This explainer is free. BEP Research just crossed 3,000 subscribers, and I’m marking the milestone by taking it out from behind the paywall. I also built an interactive version so you can watch a single link flap stall a GP...
Credo Beat the Quarter. The Call Broke the Stock
A clean beat-and-raise fell roughly 15 percent. The market repriced the quality of the beat, not the size: who the revenue comes from, and when the next leg arrives.
Read the Two Lines Brennan Buried, Not the Headline Number
The Slide in NVIDIA's RTX Spark Keynote That Sizes a New Market
The Edge Token Factory. RTX Spark moves the token factory from the datacenter to the desk, and kills the x86 default
The Slide Said “A New Beginning.” The Market Read a Dev Box.
The Shoreline Problem: A Bear Case on HBM
JEDEC Said 8. Rubin Demanded 11. All Three Vendors Struggled.
Here is the line in the spec sheet almost nobody is reading. JEDEC, the body that standardizes memory, rated HBM4 at 8 gigabits per pin. NVIDIA’s Rubin asked for 11. A 38% re...
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Authors
The writers behind this newsletter.
System-level analysis on AI infrastructure. Hardware, software, and models — first principles, before the consensus. Read by hedge funds, asset managers, and the engineers building the stack. NVDA holder since 2016.
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