Semiconductors

Cerity Partners strategist: hedge-fund deleveraging, not fear, drove the chip selloff

4 calls: why political risk won't stop the AI buildout, why forced hedge-fund selling was the real story, and why Brian Belski says the catch-down isn't…

Nov 7 • Scuttlebutt

AI investment industry is getting ahead of itself, says Moody's chief economist

4 calls: why Citi says semis are mispriced, Bernstein's next Eli Lilly catalyst, and the Nvidia math Unlimited's CEO says leaves no room for…

Nov 7 • Scuttlebutt

Robotics is a bipartisan issue even after the midterms, says Agility Robotics CEO

9 calls: why a strategist is only dipping into the AI selloff, Microsoft's frustration with neoclouds, Shield AI's Echodyne deal and Zipline's Walmart…

Nov 6 • Scuttlebutt

"This year, 100% growth. Next year, over 100% growth": AMD CEO on compute demand

3 numbers: AMD data-center sales grew over 40% last quarter and are on pace to double again in 2027, with new racks already live at Anthropic, OpenAI…

Nov 5 • Scuttlebutt

AI agents convert 2x better on its catalog than scraped search, says Shopify's president

10 takeaways: Northwood Space's $375M round and a plant built for hundreds of antennas, and SemiAnalysis on why the first $1T of AI revenue will be…

Nov 4 • Scuttlebutt

$500/kg is the launch cost where orbital data centers beat Earth's, Starcloud CEO finds

9 takeaways: A satellite built for $2.5M against a $75M-$100M quote, why chip failures worry Starcloud more than cooling, an 88,000-satellite plan, and…

Nov 1 • Scuttlebutt

40%-plus growth for 2 more years, backed by a $580B backlog — AWS CEO

7 numbers: A $184B business growing 39%, an AI chip installed every 14 seconds, Trainium sold outside AWS from next year, and why Anthropic's AWS bill…

Oct 31 • Scuttlebutt

Coding sandboxes grew almost 1,000x into a $300M run-rate business, says Modal's CEO

8 insights: why GPU capacity cannot trade on an exchange, how DeepSeek pulled Modal into inference, and why NeoClouds are leasing businesses carrying…

Oct 29 • Scuttlebutt

It's far from over — Roundhill's CEO on the memory chip trade

4 takeaways: why CXMT isn't a joke, why the DRAM ETF is holding its summer line, and why 3-year-old Nvidia chips are getting more expensive, not less

Oct 26 • Scuttlebutt

Mott Capital founder on CoreWeave: "maybe Nvidia takes out CoreWeave at $2 a share"

12 calls: why Piper Sandler's strategist sees the chip trade imploding, a 3.16% 30-year TIPS yield, and a quant model that ranks Tesla and SpaceX near…

Oct 25 • Scuttlebutt

Robotics will be 100x bigger than coding agents, says Unconventional AI CEO

13 calls: why US spare power runs out within a few years, why pure software investors are in trouble, and why inference becomes a $10 trillion market…

Oct 25 • Scuttlebutt

75% of neocloud GPU renters won't survive 3 years, Niles Investment Management finds

7 takeaways: Anthropic's IPO needs a cheaper valuation, Meta's own 10-K shows a tight financing environment, and Dan is buying dips in Microsoft, Google…

Oct 24 • Scuttlebutt

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