Subscribe
Sign in
Home
Notes
Fintech
Software
Semis
Geopolitics
AI infrastructure
Data centers
Robots
Bitter Truth
About
Semis
Why NVIDIA’s Post-Earnings Flatline Signals a Major Buying Opportunity
How NVIDIA builds its own cloud, strips market share from AMD and Intel, and launches its robotics monetization engine
May 21
•
Edge Of Power
9
2
Everspin ($MRAM) Doubled in 2026: A Real Breakout or a Valuation Trap?
Can a niche player challenge Samsung and Micron with something more than just its ticker?
May 11
•
Edge Of Power
9
5
NVIDIA Drafts IREN for the Power Grab: Will the Stock Price Follow?
NVIDIA is assembling its Shadow Cloud against competitors, which could help IREN secure new deals.
May 8
•
Edge Of Power
8
2
2
The AI Networking Cycle: Why Celestica (CLS) Is The Critical Link For AMD And Hyperscalers
From contract manufacturer to AI design powerhouse: Evaluating the Q1 guidance raise and why current market volatility creates a rare accumulation…
May 4
•
Edge Of Power
3
2
Applied Materials: AI Boom Already Priced In?
Breaking down margins, cash flow and the AI-driven demand behind Applied Materials.
Mar 10
•
Edge Of Power
5
3
NVIDIA is bailing out CoreWeave. Independence of Neoclouds is dead.
NVIDIA has officially solidified its transition toward a vertical trust model, utilizing CoreWeave as a vehicle for direct expansion into the cloud…
Jan 27
•
Edge Of Power
18
5
4
The Greenland crisis: Nebius, Infineon, and the winners of Europe's "Digital Iron Curtain"
Why the trade war with Washington and the Greenland ultimatum are forcing Europe to pump massive capital into its underfunded infrastructure
Jan 18
•
Edge Of Power
27
2
7
NVIDIA saved the market from AI bubble
Huang proved once again that the only way to thrive is to stand next to him
Nov 19, 2025
•
Edge Of Power
18
2
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
