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Note

Notes

Showing you guys some interesting charts : )

Hock Tan's sharks with laser-eyes...

Harlan Sur's (JPM) Massive $AVGO Scoop
Incredibly Bullish.

Bloomberg has been trying AMD and Intel GPUs but is sticking with Nvidia for 95% of their workloads. Their H100 demand is not fulfilled, they are still trying to get the H100s they need. Expert available via Tegus.

From your follows
Has SOX peaked out? – A personal view on the current semiconductor cycle
Previous articles on this blog have discussed individual stocks in the semiconductor industry.

I finally got round to ranking parliament buildings

Guess where I've been this week
All around the Houses, and put 2pm on September 2 in your diary

Published an industry overview of the CAD, simulation, and EDA providers this morning (physical design software).

My goal was to cover the history, technology, and markets of what I view as the strongest moats in software.

Hope you all enjoy!

TMT Breakout