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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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stfbutnou.substack.comLatest Issues
Credo: Reacceleration Is Still to Come
We think the market has broadly priced in Credo’s $472M FY27 FQ1 street estimate, but current models may be underestimating the revenue step-up in FQ2 as customer deployments move from a temporary disruption into a higher-volume phase. That...
Cerebras: Faster Tokens Are the Future of AI
Cerebras builds the only commercially deployed wafer-scale processor in the world and sells the fastest inference tokens in the industry. Our thesis is that once models are smart enough, speed becomes the product.
Cerebras builds the only...
A Lesson from the Japan Market?
Everyone who invested in Japan market has a lesson from the tape after the Leopold margin call, and this is my lesson.
Everyone who invested in Japan market has a lesson from the tape after the Leopold margin call, and this is my lesson.
Why I Keep Buying Japan's AI Supply Chain
I have been asked recently why I spend so much time researching the Japanese market. This is a fair question. Most AI investors focus on the US, Taiwan, and Korea, where the largest chipmakers, foundries, and memory companies are listed. Ja...
Shibaura Mechatronics: Guidance Is the Floor
Shibaura Mechatronics (6590 JP) builds the flip-chip bonder that attaches compute dies to the interposer inside TSMC's CoWoS packaging, and it just picked up a second major customer for that machine.
Hoping to share this before tomorrow’s...
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