$NVDA $AMD $MU $AVGO $MRVL $INTC $SANM $CLS $GOOG $MSFT $AMZN $SNDK $SSNLF My take on the lay of AI hardware land in 2026 and beyond. enertuition.substack.com/p/what-is-ahea…

Congrats to Cerebras and Andrew Feldman 👏👏 I did not think Cerebras would make it. These guys persisted and the booming AI market was forgiving.

$TSM Compare TSM results to preview: enertuition.substack.com/p/tsmc-q4-2025…

This is Elon for you. Outside of the cult and uncritical news readers, I don't know who believes this pathological liar.

$AVGO It is interesting how analysts meet with managements and claim that they have higher conviction in a stock and go on to upgrade or raise targets. I mean what else would you expect? Management will talk down their company's prospects? In what scenario does that happen?

If you are going to lie, it is a powerful tool to drag along the cult by saying things will be done in 2 weeks, 3 months, 6 months, or next year. Ask Trump and Musk how many gullible believers they have dragged along with such promises.

$INTC $AMD $TSM $INTC My take on Intel upcoming Q4 earnings: enertuition.substack.com/p/intc-q4-2025…

$ARM Who is pushing ARM up with $INTC and $AMD. ARM is not going to benefit much from DC CPU demand as 2026 smartphones/devices negative growth drowns whatever piddling gains ARM may see in data center. Hard to tell if people are super naive or if it is usual Masa manipulation.

$INTC $AMD $ARM $TSM My take on @Intel results: enertuition.substack.com/p/intel-capaci…

$ANET up nearly 20% since I note this wrote on January 12th. Of course, many others have caught on since then but there is a story to be told about AI hardware: enertuition.substack.com/p/what-is-ahea…

So, after saying CPUs are dead and the world is going to GPUs, Jensen is now saying CPUs are good as long as they are Nvidia's CPUs. Yup, people will believe anything so might as well say any nonsense. $NVDA $AMD $INTC

Beyond The Hype has been on a tear for a while. $ASML was below $1200 when this article was published on January 4th. And has a way to run after the terrific guidance. enertuition.substack.com/p/asml-thesis-…

$INTC Clowns running up @Intel stock again. Ran up prior to earnings on wishful thinking but don't seem to have learned anything. Hope springs perennial.

$NVDA $AMD $AVGO OpenAI: This WSJ article and headline should not be a surprise to anyone who reads Beyond The Hype: enertuition.substack.com/p/how-do-opena…

$TSLA Elon used a whole bunch of useful idiots to pump up space based AI and now SpaceX buys xAI. Amusing as always. Remember the SolarRoof pump at SolarCity acquisition by Tesla

Fraud creates alpha. Scoundrels dragging along idiot money is sign of our current times. $TSLA SpaceX xAI

$AMD So, whatever happened to the SemiAnalysis rumor that AMD MI450 was delayed? Lisa Su is still guiding Q3 revenues and Q4 ramp.

$MU $NVDA $AMD A different take on Nvidia-Micron HBM4 rumor: enertuition.substack.com/p/micron-out-o…

To understand why this kind of rumors pop-up, see this: enertuition.substack.com/p/micron-out-o…

$MU $NVDA Reupping this after the Micron Technology presentation today. Every other guy on FinTwit thinks he has supply chain intelligence and worse knows how to interpret it. It is worth checking out if a source knows anything beyond finance guys understanding of technology.