What The Chip Happened?

The Memory Shortage Nobody Can Fix

Why the most powerful buyer in tech is begging to buy Chinese chips, why China might say no, and why the panic around Micron is pointed the wrong way

Jun 28 • Jose Najarro

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Micron Earnings Preview: The $35 Billion Question

What Wall Street wants, what management has signaled, and the three numbers that decide how MU trades on Wednesday

Jun 24 • Jose Najarro

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WHEN A MASSIVE BUYER BLINKS ON MEMORY

Apple is raising prices because of memory. That tells you more about the shortage than any spot price ever could.

Jun 18 • Jose Najarro

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MLPerf Training v6.0: NVIDIA Ran The Table

The new benchmark round just dropped. Here is the read for NVIDIA, AMD, and the GPU clouds, in five charts.

Jun 17 • Jose Najarro

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May 2026

Cerebras Just Warned That Its Revenue Growth Will Slow in Q1 2026. The Reason Has Nothing to Do With Demand.

Cerebras put a warning on page 91 of its S-1.

May 13 • Jose Najarro

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April 2026

5 Things AI Investors Need to Know

The industry's most important AI inference benchmark just released results. Here's what the data says for NVDA, AMD, NBIS, and CRWV investors.

Apr 2 • Jose Najarro

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March 2026

The Market Just Sold Micron on a Paper It Did Not Read

Eight days ago, Micron beat EPS estimates by 43%. Revenue nearly tripled year over year. Then Google published a research paper about compressing one…

Mar 26 • Jose Najarro

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February 2026

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…

Feb 23 • Jose Najarro

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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…

Feb 17 • Jose Najarro

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January 2026

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…

Jan 23 • Jose Najarro

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December 2025

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…

Dec 30, 2025 • Jose Najarro

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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…

Dec 23, 2025 • Jose Najarro

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