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Nvidia will be find long-term but there could be some mild panic over the next few months. AMD might be a short. Still thinking it through.

Datacenter GPU H1 2025 Outlook

I ask ChatGPT-4o: How do you think about this picture?

ChatGPT-4o:This image humorously illustrates a competition or comparison between OpenAI’s ChatGPT and a hypothetical competitor named “DeepSeek.” The fishi…

Just posted Samsung’s results!

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Incredible deep dive into DeepSeek, by epic TSMC and semiconductor supply chain expert Judy Lin.

Her journalism uncovers many facts I've never read before about DeepSeek.

🌊 China’s DeepSeek AI Shakes Up the Game