I think you could experiment with the format of this column a bit. Perhaps more links and shorter commentaries would make sense, similar to Construction Physics' weekly "Reading List" posts (I see you are also a subscriber of that blog).
The Blackwell supercycle thesis got a real boost last night. Colette Kress said they expect to exceed the $500B Blackwell and Rubin opportunity they outlined last year, and the guide backed it up. We covered the full implications and the strange market reaction here. https://fulcruminsights.substack.com/p/nvda-a-perfect-print-a-perplexing
I think you could experiment with the format of this column a bit. Perhaps more links and shorter commentaries would make sense, similar to Construction Physics' weekly "Reading List" posts (I see you are also a subscriber of that blog).
Good point. Will try it.
Question: is the SemiDoped pod available on Apple Podcasts and other platforms or only YT?
All podcast platforms
The Blackwell supercycle thesis got a real boost last night. Colette Kress said they expect to exceed the $500B Blackwell and Rubin opportunity they outlined last year, and the guide backed it up. We covered the full implications and the strange market reaction here. https://fulcruminsights.substack.com/p/nvda-a-perfect-print-a-perplexing