#$TSM #$NVDA #$AMD #$AVGO #$MSFT #$GOOG #$AMZN #$META #$INTC My take on what can be done to protect against a potential Taiwan Black Swan: enertuition.substack.com/p/fortifying...

#$NVDA Nvidia GPU leakage into China is well known thing. BTH and other have noticed how the sales moved from the Middle East to Singapore to Malaysia/Thailand/SEA. But is that enough for a short case. Someone thinks so. culperresearch.com/wp-content/u...

This has been Musk MO forever - exploiting government inefficiency. VC and fund manager types and many others have confused this kind of law breaking as a good thing.

#$NVDA #$AMD It is not looking good for Nvidia. enertuition.substack.com/p/nvidia-on-...

#$AMD Last quarter, I said the tape was wrong and the stock needs to move up a lot. That is now vindicated. So, what next? My take on AMD earnings: enertuition.substack.com/p/amd-shatte...

@semianalysis.bsky.social article today, among other things, compares various accelerators. Nothing touches AMD MI450 for this upcoming generation. You can see Amazon Trainium totally sucks. AMZN is going to underperform because it is pushing this substandard solution. #$AMD #$AMZN #$NVDA

#$SANM My take on @SanminaCorp Q2 earnings: enertuition.substack.com/p/sanmina-ta...

Reupping this @niedermeyer.online @talesftf.bsky.social @bradmunchen.bsky.social @montanaskeptic.bsky.social @mcuban.bsky.social

#$TSLA #$INTC My hot take on Elon revealing Intel 14A. You need some comedy in life. Enjoy. enertuition.substack.com/p/elon-revea...

#$INTC Ahead of Intel Q1 earnings: open.substack.com/pub/enertuit...

#$AVGO #$META Meta announcement: about.fb.com/news/2026/04... No increase in commitment but Meta will work with Broadcom on multiple ASICs. The material change is that Hock Tan is off the board and PR seems to be aimed at softening the news. AVGO stock is up after hours however.

If it goes through, what a deal! Iran collects a toll on oil through Hormuz (which used to be free) in return for a few American lives, billions of dollars or ammunition and other expenses, and chaos in world markets. Of course, old Iran mullah's have been replaced with young.

Wow! Anthropic crossed $30B ARR. What a rocket! www.anthropic.com/news/google-...

To the best of my knowledge I am the only guys who calls SemiAnalysis on trading in material public information: x.com/HotAisle/sta...

#$ARM gets mentioned a lot in the context of Agentic AI and CPUs. Most of the narrative is utter nonsense. My take here. #$AMD #$INTC enertuition.substack.com/p/rising-cpu...

#$SMCI #$NVDA Observers like me with no data other than publicly disclosed information could clearly see that China was getting GPUs - not small quantities either. There is "0" chance that Jensen did not know. He probably kept his hands clean, however.

#$MU Bears should read this. Do you really want to be short Micron? enertuition.substack.com/p/micron-ent...

Musk is ramping up nonsense on Terafab. This is standard Musk playbook and nothing but an attempt raise money that he desperately needs with the excuse of a new con that will never amount to anything. #$TSLA

#$NVDA #$AMD #$ORCL For people who think Jensen is not running scared of MI450, see this: “With Crusoe seeking a tenant, Nvidia became involved to ensure its products would still fill the expanded data center rather than that of rival AMD, said the people.” www.bloomberg.com/news/article...

#$AVGO My take on @Broadcom earnings. It is not as good as it looks, and the bulls are not going to be happy with the stock action: enertuition.substack.com/p/broadcom-i...

This could become a big trust factor for OpenAI and people leaning toward Anthropic at the margin. www.theinformation.com/articles/ant...

#$AMZN #$NVDA My take on OpenAI $100B+ raise. It does not look pretty out there: enertuition.substack.com/p/open-ai-11...

#$NVDA Can Nvidia be ex-growth in 2027? A thought-provoking take. You will not see this quality analysis sell side or buy side. Only on Substack. enertuition.substack.com/p/nvidia-del...

#$AMD Some Analysts will tell you that AMD’s deal with Meta is not good for AMD shareholders because of the warrants. Then again, analysts like that are demonstrating that they lack the subject depth. Such analysis is a good candidate to be replaced by AI. enertuition.substack.com/p/amd-makes-...

Markets can be very very stupid at times. What differentiates investors and traders here is the understanding of why one is investing. If AI is going to take over and eliminate most of the knowledge worker jobs, then that has to be good news for compute and not bad news.

My take on the lay of AI hardware land in 2026 and beyond. enertuition.substack.com/p/what-is-ah...

$NVDA $AMD $MU My take on the new DeepSeek paper which I believe will transform the AI landscape once again. This is likely going to be (one of) the most important paper(s) for 2026. enertuition.substack.com/p/deepseek-o...

Elon moved goal posts again on when full self driving will happen. Even after ten years of this nonsense, the cult will keep believing. x.com/elonmusk/sta...

@carlquintanilla.bsky.social @niedermeyer.online @mcuban.bsky.social Huge part of the administration's strength comes from robber capitalists who suck up to power for personal gains despite the harm to democracy. How about pushing back against robber capitalists with a nationwide sickout - say 2/2?

$TSLA If the FSD myth is is gone, then for people who want to believe, Tesla’s value will come from Optimus. Hope springs perennial.

$NVDA $TSLA Nvidia just open sourced a software stack that works better than Tesla’s FSD. Neither are true FSD but it is comical that Tesla stock gets a premium for something that is freely available for every one.

$ASML has been one of the larger holdings at Beyond The Hype for a while now. I have an updated take: enertuition.substack.com/p/asml-thesi...

$NVDA My take on why @nvidia may have bought @GroqInc and implications. $AMD @AMD enertuition.substack.com/p/nvidia-to-...

$NVDA So, it is now a confirmed acquihire of Groq by Nvidia- sort of. groq.com/newsroom/gro...

Here is a positive forward looking take on where some key stocks are likely headed despite all the bubble gloom and doom. open.substack.com/pub/shilpare...

On days like today when the AI stocks are getting wrecked, it is good to be aware that capital limitation is a key element in slowing down the bubble inflation - capital acts as a governor as discussed here: enertuition.substack.com/p/the-ai-bub...

Does the bubble crowd see less of a bubble? www.bloomberg.com/news/article...

$AVGO Can you spot the peak? My take on Broadcom's earnings: enertuition.substack.com/p/broadcom-i...

$ORCL @Oracle really needs an equity raise here. Ellison missed a trick by not doing it a few months back when there was OpenAI deal euphoria: open.substack.com/pub/shilpare...

China went from buying gobs of Nvidia H20s and AMD MI308s to now saying they will consider if they should buy H200s. This administration’s China policy has been disastrous for the semiconductor industry but as investors we have to look at the world with the policy we have. $AMD $NVDA

$NVDA $AMD My take on Rubin delay and China H200s from yesterday: open.substack.com/pub/enertuit...

$AMZN $NVDA $AMD $INTC When will @awscloud.bsky.social management notice that Trainium is a disaster? enertuition.substack.com/p/amazon-tra...

$GOOG $NVDA $AMD $AVGO Gemini 3 is a game changer but Google TPU is not. My take: open.substack.com/pub/enertuit...

So there analysts who think that Meta using Google TPU is a worse news to $AMD than $NVDA? Really?

$AMD $NVDA $AVGO $GOOG OpenAI There are a whole lot of bad these out there on how AI plays out. But, if there are a ton of people running with the same bad thesis, dumb luck will start looking like a stroke of genius. Some food for thought: enertuition.substack.com/p/gemini-3-i...

Gemini 3 is a game changer in many ways. My view of the impact on Anthropic OpenAI $AMD $AMZN $CRWV $GOOG $GOOGL $META $MSFT $NVDA $ORCL open.substack.com/pub/enertuit...

$NVDA $AMD I have been writing about Nvidia taking risks to keep ahead of AMD for a while now. Most people don't see it, but Blackwell delays were because of this. Rubin is taking even more risks and they could come back to bite Nvidia: enertuition.substack.com/p/how-do-ope...

People who talk about AI bubble don’t see the whole picture: www.cnbc.com/2025/11/21/g...

$NVDA Q3 says the OpenAI deal is not a done deal and the co is adding some escape language. Something I noted in this article a while back. If the deal does not come through, do people realize the perceived AI bubble is 10GW smaller than they imagined it might be? open.substack.com/pub/enertuit...

$NVDA My take on the obvious and less obvious reads from the Nvidia earnings call. open.substack.com/pub/enertuit...