JP Insights
Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 119 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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jpthoughtsandgrowth.substack.comLatest Issues
Marvell After Investor Day: What Goes Into My Model Now?
After Q2, I left my FY29 estimate unchanged and waited for October 6.
After Q2, I left my FY29 estimate unchanged and waited for October 6. Marvell has now raised FY28 again, explained more of the economics behind XPU attach, and put a muc...
Amkor and the Price of Building the AI Supply Chain
Amkor could earn roughly $2.50 per share this year and still reach only about $2.50 in 2028. That is the uncomfortable detail behind the NVIDIA agreement and the Arizona expansion.
Management’s explanation is straightforward: the existing...
Celestica Is Becoming Harder to Replace
I like Celestica because the hardware it helps build is becoming harder to get right. A hyperscaler can design its own infrastructure and buy the best silicon available, but somebody still has to turn that combination into systems that work...
Flex: I Like the Spin-Off. Here Is What I Would Pay.
EPC Power strengthens the business I wanted to own. My base case supports an entry around $98, with room to pay more if CPI earns better margins.
In July, I wrote about Flex separating the business I most wanted to follow, but left the val...
Broadcom: I Had $204 Billion. Management Now Sees $230 Billion.
My June model was well above consensus. Broadcom’s new outlook goes further. Here’s what that could mean for earnings and returns.
In June, I modeled $204 billion of AI semiconductor revenue for Broadcom in fiscal 2028, roughly 26% above t...
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Analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency.
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