Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.

Computer history and architecture

Covering the important ideas in AI from all angles- technical, social, and economic. Read in over 200 countries. Useful to everyone who wants to learn AI. Critical to anyone trying to see what happens next. Sister Publication to Tech Made Simple.

The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon architecture to software strategy to business model—connecting technical capability to market opportunity.

If your business or portfolio depends on semiconductors, you must know the supply chain dynamics: "Your future might be somebody's past!" Get one deep analysis a week of a key company or sector of the semiconductor supply chain.

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify

building chips and writing words

A newsletter about Technology, Business and Strategy

Sharing learnings about great businesses.

GTR

Technology, politics, supply chains, chips, AI, economics, history. And whatever else is on my mind.

Practical encouragement and resources to help parents raise their kids to know and love God.

The latest in semiconductors: silicon, AI, processors, market trends.

Trying to invest in things that will make the world better for my kids and their grandkids. And get mark ups obvs. What are you doing?

A new playbook for communications

SemiPractice—your independent lens on semiconductors, chips, and the compute supply chain

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.