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41 pages

NVIDIA

Part of the DRAM Shortage Is Inventory. The Day CPUs Arrive, Buyers Stop Buying.

Marvell's Reported Lumentum Talks Target the Laser That CPO Cannot Remove. The Bet Is That Lasers Stay Scarce.

Samsung at 5–7x, SK hynix at 6–8x: A Conditional Fair P/E from Normalized Earnings and Cash Returned

Korea's AI Data Center Race: What Naver and SK Telecom Have Really Secured

AI Can Grow 41% a Year. The Stock Price Is a Different Test.

What Matters More Than a 5% Yield: Whether AI Profits Become Cash

The Memory Big Three in August: The Businesses Got Better, So Why Did the Stocks Split?

NVIDIA's Earnings Changed the Question: Watch Memory Bottlenecks and Supplier Financing, Not Just Peak AI Capex

AI's Bottleneck Really Is HBM, Not the GPU: But Bottlenecks Invite Workarounds

The Second Week of August in Review: AI Capital Moves to Wall Street, and Good News Starts Lasting Two Days