Nikhs
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 204 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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nikhs.substack.comLatest Issues
The Re-Bundling of Silicon
TL; DR:
- AI has outgrown the old semiconductor model. For 30 years, chips, memory, packaging, and testing could be optimized separately because the interfaces between them were “good enough.” Power, bandwidth, and package size have no...
Bloom Energy: What All the World Desires to Have
TL;DR
- Bloom is not an AI pivot; it is a 25-year-old edge-power thesis finally meeting the right customer problem. AI data centers do not merely need cheaper electricity: they need power in months, not years, and Bloom’s onsite, modu...
Micron 3QFY26 Earnings: The Cycle Gets a Contract
TL; DR
- The key shift is buyer behavior: memory sellers once tried and failed to fix prices; now customers are voluntarily signing five-year take-or-pay contracts with deposits because AI memory shortages can strand far larger infras...
Rubrik 1QFY27 Earnings: The Enterprise’s Undo Button
TL;DR
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Our prior Rubrik thesis was that the market was making a category error: Rubrik was not merely backup; it was becoming state infrastructure.
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Q1 confirmed the recovery platform is real and self-funding, while Investor Day...
Credo 4QFY26 Earnings: The Proof Moved to Light
TL;DR:
· Q4 strengthened the company but made the stock less forgiving: Credo proved it is more than an AI cable supplier, with FY26 revenue more than tripling, Q4 revenue up 157%, gross margin at 68.3%, and FY27 revenue guided above 80...
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