Suiman's Insights
Suiman AimamMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 2 months ago | Last Issue | 17 days ago |
| Active | |||||
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suimanaimam.substack.comLatest Issues
Apple's $30B Broadcom Deal Hands Its Chip Secrets to Google's Supplier
Why is Apple paying $30 billion to a company that also arms its rivals?
On July 8, 2026, Apple (AAPL) said it plans to spend more than $30 billion under a multi-year chip supply deal with Broadcom (AVGO) running through 2031. Two days earl...
Amazon Quietly Repriced Its Entire Cloud AI Stack Last Thursday and Nobody in Finance Is Talking About It
“You missed it, Suiman. AWS repriced the whole thing last Saturday and you didn’t say a word.”
That’s what a portfolio manager at a mid-sized Boston fund said to me on the phone Monday morning, coffee still cooling on my desk. He wasn’t...
Everyone Thinks They Know What a Stock Split Does to NVIDIA. Almost Nobody Does.
Zero. That’s the dollar amount of fundamental value NVIDIA’s (NVDA) 10-for-1 stock split created on June 10, 2024. Not approximately zero. Exactly zero.
I see the same mistakes over and over. They’re worth naming precisely.
I’ll confess s...
Intel Did This to IBM in 1985. Taiwan Is Doing It to America Right Now.
I spent the better part of three years telling investors that America’s CHIPS Act subsidies would meaningfully close the foundry gap with Taiwan. I was wrong. Not partially wrong — structurally wrong. The data I pulled over the past week ma...
Why Google was a genius and Microsoft is a villain
$3.1 billion. That’s what Google paid for DoubleClick in 2007, a company most consumers had never heard of that controlled the plumbing underneath online advertising.
The mistake most investors make right now is assuming Microsoft’s OpenAI...
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Authors
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Diagnosing the markets through cold math and hard data, not Wall Street euphoria. While the masses chase momentum and index-fund illusions, we look at the structural rot underneath—leverage, systemic insolvency, and macro decay.
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