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NVIDIA. Burry's Claims Are Missing The Forest For The Trees. The Real Issues Are Structural, Not Legal
Michael Burry has been making waves recently, taking aim at both Palantir and NVIDIA with highly publicised short positions on both companies first…
Nov 28
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William Martin Keating
2
Did The Elon & Jensen Clown Show Just Crater The AI Narrative?
Elon's performance in particular at the US-Saudi Investment Forum was off the charts
Nov 24
•
William Martin Keating
Microsoft. Acting Like There's An AI Bubble Without Saying There's An AI Bubble
CEO Satya Nadella is refreshingly frank about how he's guiding Microsoft in the age of AI
Nov 20
•
William Martin Keating
2
1
OpenAI. Is The Narrative Slowly Disintegrating ?
it's certainly been a torrid few weeks for Sam Altman
Nov 17
•
William Martin Keating
2
Substrate. ASML, TSMC Slayer Or Ideological Pipe Dream?
and what exactly is a more vertically integrated foundry?
Nov 12
•
William Martin Keating
1
1
Humanoid Robots Won't Take Your Job, We've Just Decided Not To Give You The Job In The First Place.
technology and society are rapidly approaching a critical decision point. Jobs for robots or for humans?
Nov 9
•
William Martin Keating
1
Microsoft's OpenAI Conundrum
and pay attention to Satya's comments about jagged intelligence
Nov 5
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William Martin Keating
October 2025
SK Hynix Q325. HBM, DRAM, NAND All Sold Out Through 2026
and they're in no rush to add more capacity..
Oct 30
•
William Martin Keating
Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A Yields Won't Be "Industry Acceptable" Until 2027
Intel announced Q325 revenues of $13.7 billion, above the high end of the guided range, up 6% QoQ and up 2.8% YoY.
Oct 24
•
William Martin Keating
1
LRCX Q325. Solid Results, Outlook But China Exposure Is A Glaring Red Flag
LRCX reported September 2025 quarter revenues of $5.32 billion, marginally above the guided midpoint, up 3% QoQ and up 27.7% YoY.
Oct 24
•
William Martin Keating
TSMC Q325. Today, The Numbers Are Insane
on track for $122 billion in annual revenues this year and likely $150 billion in 2026
Oct 20
•
William Martin Keating
1
1
First AMD, Now Broadcom. How OpenAI Is Ruining NVIDIA's Party
and there's likely more strategic partners on the way....
Oct 18
•
William Martin Keating
1
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