The AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores the physical infrastructure behind it — one bottleneck at a time.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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nuttycld.substack.comLatest Issues
[Open Article] ‘Fuel Cell’ Is One Word. The Bets Aren’t.
This is structural analysis, not investment advice. The companies discussed can be volatile, and the author may hold positions in some of the securities discussed. Readers should make their own investment decisions.
AI doesn’t have ti...
Dell Got the Headlines. HPE Got the Margin.
Four builders rode the same AI tailwind: Dell, HPE, Lenovo, Super Micro. The box barely earns and the chip takes the margin. Only one of them already moved to where the profit actually is.
This is structural analysis, not investment advice...
Everyone Saw NVIDIA’s 800V List. Few Read It Correctly.
A four-stage map of GaN, SiC, and the new AI data center power stack.
This is structural analysis, not investment advice. The companies discussed can be volatile, and the author may hold positions in some of the securities discussed. Reade...
The LEO RF Map After SpaceX’s IPO
Nine public companies, four supply positions, and one market that refuses to re-rate evenly.
This is structural analysis, not investment advice. The companies discussed can be volatile, and the author may hold positions in some of the secu...
MLCC and the Passive Components Powering AI Data Centers
MLCCs, polymer capacitors, power inductors, and 800V magnetics each tell a different market story.
This is structural analysis, not investment advice. The companies discussed can be volatile, and the author may hold positions in some of th...
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Authors
The writers behind this newsletter.
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Seeing tech through a different wavelength. Photonics & semiconductor research
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