Chipstrat
Austin LyonsSemiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 124 | Subscribers | Read | chipstrat.com |
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| #42 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
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Q4 FY2025 earnings scored against the bull and bear cases
The Nvidia Business Hiding in Plain Sight
And it's bigger than Wall Street thinks
The $200 Billion Bet
Why Amazon has the hardest ROIC story in tech, and what to do about it
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Authors
The writers behind this newsletter.
Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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