When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip…
JPMorgan sees AI infrastructure spending surging toward a figure that would reshape entire markets, and the companies capable of manufacturing and designing the chips at that buildout's core fit on one hand.…
One ETF sponsor filed a bearish bet against the chip industry's biggest name, then five days later launched a fund built to profit from the same sector's growth. The timing raises questions…
Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in…
A semiconductor engineer with 30 years on the fab floor relocates to Phoenix at 60, confident his long career will follow him into retirement. What the U.S. Social Security system sees when…
Gerelyn Terzo When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that…
Sam Altman says AI adoption is stuck in a palm pilot era while Jensen Huang calls demand parabolic, and both executives might be telling the truth at the same time. Understanding why…
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do…
The AI boom has crowned two near-unassailable monopolies in semiconductors, but when hyperscaler budgets tighten and rivals scramble to break their grip, only one of these giants may prove truly unconquerable.
TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one unstoppable trend. Whether that bet ends at $437 or $620 hinges on…
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout…
Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following…
Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to…
David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
