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Raising Llamas After the Gold Rush
Generative AI's Impact on Tech Hardware Nvidia reported its second-quarter 2023 earnings and spectacularly blew past its previous bold...
Aug 24, 20236 min read


An Intangible Return
The companies that create the most value in the tech hardware supply chain are innovation machines. Their managers excel at deploying...
Aug 5, 20234 min read


The Tech Hardware Reshuffle
In late May, China retaliated at the long string of US trade restrictions by banning Micron's memory chips from critical domestic...
Jun 1, 20237 min read
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