What The Chip Happened?

What The Chip Happened?

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The $600+ Billion Demand Wall: Why Nvidia Remains the Most Mispriced Mega-Cap in Tech [Nvidia Q4 FY26 Earnings Preview]
With Nvidia trading at ~26x forward earnings and AI bubble fears reaching fever pitch, bears argue the stock is priced for perfection ahead of Q4 FY2026…
 • Jose Najarro
AI Infrastructure Goes Nuclear: $35B+ in Bets as Connectivity, Cloud, and Chipmaking Explode
The AI infrastructure buildout just shifted into overdrive. Astera Labs is staring at a 10x TAM explosion to $25 billion as connectivity becomes the new…
 • Jose Najarro
Supply Chains Scream While Demand Explodes: Intel Starves, TSMC Doubles Down, Intuitive Plays Defense
The earnings confessionals this week revealed an industry grappling with a problem most would kill for: demand so strong it's breaking supply chains…
 • Jose Najarro
Meta Buys AI Agents, NVIDIA Crushes TCO Math, and Applied Digital's Reverse Merger Play
Meta just wrote a check to fast-track its enterprise ambitions with an agent startup that's already processed 147 trillion tokens. NVIDIA's getting…
 • Jose Najarro
The Great AI Power Play: Tech Giants Lock Down Energy, Chips, and China Access
Google just dropped $4.75B on its own power company, Alibaba’s eyeing a half-billion-dollar AMD chip order, and Nvidia’s racing to ship 80,000 H200s to…
 • Jose Najarro
Waymo Eyes $100B, Tesla Goes Driverless, OpenAI Draws More, and Palantir Builds a 2,000-Person AI Army
Palantir just weaponized Accenture’s enterprise rolodex with a 2,000-person deployment force, OpenAI claimed the image generation crown with GPT Image…
 • Jose Najarro
NVIDIA Eats the Stack While Micron Counts the Chips Flying Off Shelves
NVIDIA just absorbed the orchestration software running half the world’s supercomputers and dropped open models designed to power AI agent armies…
 • Jose Najarro
[FREE PREMIUM] Oracle Earnings Deep Dive
🎁 This week’s FREE premium report is here. This is the same deep-dive analysis our community members get, yours at no cost. Want the numerous reports…
 • Jose Najarro
Oracle Stumbles, Broadcom Soars, and China Ghosted Nvidia's H200
Oracle’s AI buildout hits labor and material walls. Broadcom prints a $73 billion backlog that won’t stop growing. And Nvidia gets the green light to…
 • Jose Najarro
$500 Billion Is Just the Start: NVIDIA’s Bold Bet, Amazon’s Silicon Siege, and Marvell’s Photon Gamble
Is NVIDIA’s massive $500 billion AI runway actually underselling its potential? While CFO Colette Kress casually dropped a bombshell that a mega-deal…
 • Jose Najarro
AMD's $1T Quest, Nebius' Mega Meta Win & CoreWeave's $55B Backlog Bonanza
Could AMD realistically capture a slice of a trillion-dollar market? CEO Lisa Su unveiled a daring roadmap, targeting over $100 billion in data-center…
 • Jose Najarro
⚡ Capacity Crunch & AI Acceleration: AMD Levels Up, Navitas Reboots, Super Micro Doubles Down
AMD’s groundbreaking 6-gigawatt deal with OpenAI signals a seismic shift in the AI semiconductor wars, potentially unlocking over $100 billion in future…
 • Jose Najarro
🏗️ Capacity Crunch: Microsoft & Alphabet's Mega CapEx Surge, Meta's Compute Hunger Unleashed
Microsoft just inked a landmark $250 billion Azure deal with OpenAI, but warned that even record CapEx won’t fully meet demand. Alphabet’s historic…
 • Jose Najarro
AI Packaging Arms Race: Amkor's $7B Bet, Intel's NVIDIA Win, and Cadence Riding the Wave
Amkor Technology supercharged its bet on U.S. soil with a massive $7 billion investment in Arizona, aiming squarely at an AI-driven advanced packaging…
 • Jose Najarro
What The Chip Happened?
What The Chip Happened?
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