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Beyond The Hype - Looking Past Management & Wall Street Hype

Beyond The Hype, Shilpa Reddy

Substack about Semiconductors (CPUs, GPUs, DPUs), solar, batteries, EVs, and AVs. EnerTuition is a skeptic honed in seeing through Investment banker and management narrative.

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Substack
PricingFreemiumPublishesTwice weekly
Issues186SubscribersRead enertuition.substack.com

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Authors

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  • Beyond The Hype

    Skeptics seeing through Investment banker and management hype. Writing about Semiconductors and AI Infrastructure (mainly CPUs, GPUs, DPUs), Solar, BEVs, and Autonomous driving. Tag us on anything related.

  • Shilpa Reddy

    FO Analyst interested in AI infrastructure.

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