EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

EP 138: Talking GPU Depreciation, OCP Takeaways

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

EP 136: WE DON'T HAVE THE POWER!

EP 135: Talking Semiconductor Recruiting

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly