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Embedded GPU Demand Risks Revealed Under ASC 842
A deep-dive into two material, yet underappreciated risks facing Nvidia and CoreWeave
Jul 15
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Embedded GPU Demand Risks Revealed Under ASC 842
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March 2025
My Fundamental-Driven Long Tech Portfolio Construction Process
I looked through 96 tech multi-baggers in 2023 and 2024 so you don't have to.
Mar 19
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My Fundamental-Driven Long Tech Portfolio Construction Process
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January 2025
Apple's AI Boom to Bust: Entrenched Market Share Loss Is Now the Base Case
Apple’s blistering rally since June may finally be coming to an about-face.
Jan 22
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Apple's AI Boom to Bust: Entrenched Market Share Loss Is Now the Base Case
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December 2024
SMCI: The PIPE Offering's a Telltale of Its Nasdaq Delisting
SMCI’s ongoing accounting debacle, filings delays, and Ernst & Young’s subsequent resignation have taken a significant toll on the stock’s performance.
Dec 16, 2024
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SMCI: The PIPE Offering's a Telltale of Its Nasdaq Delisting
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