D2D Newsletter
Digits to DollarsA newsletter about Technology, Business and Strategy
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 105 | Founded | 8 years ago | Last Issue | 2 months ago |
| Active | |||||
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d2d.substack.comLatest Issues
D2D China: Show Don't Tell
A closer look at the PRC's Advanced Semis Packaging Industry
We also examine the happenings around the release of the latest 5-year plan in relations to semis, and a study on how PRC EV’s are so cheap - it’s not subsidies (except when it i...
D2D Cont'd - Where do we go from here?
Late last year, investors seemed to get tired of the AI trade with many AI stocks selling off. More than anything fundamental, we see this largely as a rotation, a dose of caution where people are asking reasonable questions about the bigge...
D2D China: What is the US Trying to Achieve?
Does the US have a strategy for addressing the PRC's rising semiconductor industry?
Huawei has an EUV prototype years earlier than expected. Semis companies have been very active in the capital markets, with many high-profile IPOs, and the...
D2D Cont'd: Jensen Math Meets GAAP Accounting
We need to look at Nvidia’s financials in the light of the broader AI market. The company is an important player in the flow of fund around AI data center spending. It is also facing a growing tide of competition.
Last week, the Internet w...
D2D Cont'd: Game Theory Gone Wild
Image by ChatGPT
We spend a lot of our day talking about the AI Trade. Often the conversation focuses on some specific angle, where we end up getting deep into the weeds. Here we want to take a step back and try to tie the many threads tog...
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