Second place in a duopoly is a genuinely difficult business
It traded at 607.67, -1.27% on the session. Being the credible alternative is worth a great deal to customers and less than people assume to shareholders.
Free 4 min read
AMDNVDA
Stock
AMD
AMD
Delayed
Notes mentioning AMD
4Memory is a commodity and everyone keeps forgetting it
Memory traded at 1014.74, +4.46% today. Every cycle, the story is that this time capacity discipline holds. It has not yet.
Free 4 min read
MUASML
Earnings implied moves price the second-source story generously
The gap between implied moves and delivered moves on recent results.
Paid 2 min read
Channel inventory is the chip cycle's early warning
The inventory-day measures I track across the PC and server channel.
Paid 2 min read