Mirz Securities: the race for HBM could create a severe DRAM shortage in 2027–2028
Deepdives·1w ago·12 min read
Deepdives
Mirz Securities: the race for HBM could create a severe DRAM shortage in 2027–2028
1w ago · 12 min
Kimi model is not China's victory in the AI race: it's a reminder that without Nvidia, even the strongest Chinese model cannot function
Deepdives·NVDA·3w ago·3 min read
DeepdivesNVDA
Kimi model is not China's victory in the AI race: it's a reminder that without Nvidia, even the strongest Chinese model cannot function
3w ago · 3 min
Data centers are coming to the US military: the race for AI infrastructure enters military bases
Market Overview·1mo ago·3 min read
Market Overview
Data centers are coming to the US military: the race for AI infrastructure enters military bases
1mo ago · 3 min
The race for infrastructure: computing power will determine the future of technology
Market Overview·1mo ago·2 min read
Market Overview
The race for infrastructure: computing power will determine the future of technology
1mo ago · 2 min
Wall Street changes horses mid-race: money flees chips and returns to tech giants
PremiumMarket Overview·MAGS·1mo ago·3 min read
Market OverviewPremiumMAGS
Wall Street changes horses mid-race: money flees chips and returns to tech giants
1mo ago · 3 min
The race for memory is becoming global?
On Our Radar·DRAM·3mo ago·2 min read
On Our RadarDRAM
The race for memory is becoming global?
3mo ago · 2 min
The bottleneck of the AI revolution: the race for gas turbines
PremiumDeepdives·GEV·3mo ago·3 min read
DeepdivesPremiumGEV
The bottleneck of the AI revolution: the race for gas turbines
3mo ago · 3 min
The race to space 2.0: which companies are trying to build the next economy?
Deepdives·RKLB·8mo ago·2 min read
DeepdivesRKLB
The race to space 2.0: which companies are trying to build the next economy?
8mo ago · 2 min
The race to a trillion?
Deepdives·8mo ago·4 min read
Deepdives
The race to a trillion?
8mo ago · 4 min
The race for electricity is at its peak: AI demands an energy revolution
PremiumDeepdives·9mo ago·4 min read
DeepdivesPremium
The race for electricity is at its peak: AI demands an energy revolution
9mo ago · 4 min
Computing in space: the new data center race
Deepdives·9mo ago·3 min read
Deepdives
Computing in space: the new data center race
9mo ago · 3 min
Dynatrace: a 170% jump
PremiumBreaking·DYN·10mo ago·1 min read
BreakingPremiumDYN
Dynatrace: a 170% jump
10mo ago · 1 min
The race to free Chinese control over rare earths begins in the US
Deepdives·MP·10mo ago·2 min read
DeepdivesMP
The race to free Chinese control over rare earths begins in the US
10mo ago · 2 min
Is AI a bubble that will burst – or a global race with winners and losers?
Deepdives·AMZN·10mo ago·5 min read
DeepdivesAMZN
Is AI a bubble that will burst – or a global race with winners and losers?
10mo ago · 5 min
The space race
PremiumDeepdives·1y ago·3 min read
DeepdivesPremium
The space race
1y ago · 3 min
GSK: a racehorse for 2025 with strong results
PremiumDeepdives·GSK·1y ago·1 min read
DeepdivesPremiumGSK
GSK: a racehorse for 2025 with strong results
1y ago · 1 min
Is the telecom sector awakening to the next big investment cycle?
PremiumDeepdives·NVDA·1mo ago·4 min read
DeepdivesPremiumNVDA
Is the telecom sector awakening to the next big investment cycle?
1mo ago · 4 min
Is Meta on its way to becoming one of the world's AI leaders?
PremiumDeepdives·META·1mo ago·4 min read
DeepdivesPremiumMETA
Is Meta on its way to becoming one of the world's AI leaders?
1mo ago · 4 min
A look at market leaders in nuclear fusion
PremiumDeepdives·1mo ago·2 min read
DeepdivesPremium
A look at market leaders in nuclear fusion
1mo ago · 2 min
The hidden value: where to look for the hidden treasure chest
Guides·MSFT·8mo ago·3 min read
GuidesMSFT
The hidden value: where to look for the hidden treasure chest
8mo ago · 3 min
JP Morgan report: a comparison of leading humanoid robots
Deepdives·10mo ago·4 min read
Deepdives
JP Morgan report: a comparison of leading humanoid robots
10mo ago · 4 min
Who wants to invest in Chinese biotechnology companies?
Deepdives·11mo ago·2 min read
Deepdives
Who wants to invest in Chinese biotechnology companies?
11mo ago · 2 min
The disadvantage of first movers
Market Overview·11mo ago·2 min read
Market Overview
The disadvantage of first movers
11mo ago · 2 min
The battle for satellite communication continues to heat up
Deepdives·SATS·11mo ago·3 min read
DeepdivesSATS
The battle for satellite communication continues to heat up
11mo ago · 3 min
Adobe: did it miss the AI revolution?
PremiumDeepdives·12mo ago·1 min read
DeepdivesPremium
Adobe: did it miss the AI revolution?
12mo ago · 1 min
Data centers are again pushed to the forefront
On Our Radar·NVDA·1y ago·3 min read
On Our RadarNVDA
Data centers are again pushed to the forefront
1y ago · 3 min
Is Apple gearing up for $4 trillion?
PremiumPoliticians·1y ago·1 min read
PoliticiansPremium
Is Apple gearing up for $4 trillion?
1y ago · 1 min
ASAN: technical analysis and key points
On Our Radar·ASAN·4y ago·2 min read
On Our RadarASAN
ASAN: technical analysis and key points
4y ago · 2 min