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|---|---|---|---|---|---|
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Sometimes managements deserve to get feedback when the guidance leaves a lot of room for improvement
Companies mentioned in this article: AMD, Arista, Broadcom, Celestica, Intel, Meta, Microsoft, Nvidia, OpenAI, Oracle, Sanmina, TensorWave, and TSMC
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The writers behind this newsletter.
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.
FO Analyst interested in AI infrastructure.
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