MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

SemiAnalysis

https://newsletter.semianalysis.com/

Mentions29
Posts11
Latest post15 Oct 2026
BE Semiconductor Industries N.V.ASML Is Building a Hybrid Bonding Tool!-15 Oct 2026
ASML Holding N.V.ASML Is Building a Hybrid Bonding Tool!-15 Oct 2026
GDS Holdings LimitedThe Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model-25 Sept 2026
Baidu, Inc.The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model-25 Sept 2026
Tencent Holdings LimitedThe Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model-25 Sept 2026
Alibaba Group Holding LimitedThe Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model-25 Sept 2026
Nebius Group N.V.ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns-23 Sept 2026
NVIDIA CorporationNvidia’s Backstop Universe – Heads I Win, Tails Who Loses?-11 Sept 2026
Solaris Energy Infrastructure, Inc.What is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
The Williams Companies, Inc.What is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
Cummins Inc.What is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
Caterpillar Inc.What is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
GE Vernova Inc.What is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
Siemens Energy AGWhat is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
Bloom Energy CorporationWhat is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
NVIDIA CorporationWhere Does a Robot Think – On-Device vs Datacenter Inference-9 Sept 2026
SK hynix Inc.Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses-1 Sept 2026
Samsung Electronics Co., Ltd.Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses-1 Sept 2026
NVIDIA CorporationKorea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses-1 Sept 2026
Broadcom Inc.OpenAI Jalapeño: Better Than Nvidia Blackwell-25 Aug 2026
NVIDIA CorporationOpenAI Jalapeño: Better Than Nvidia Blackwell-25 Aug 2026
Microsoft CorporationSpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker-7 Aug 2026
Alphabet Inc.Gemini is Cooked but GCP is Cooking-7 Aug 2026
Flex Ltd.The Wild Wild West Of LEGO Datacenters-29 Jul 2026
Schneider Electric S.E.The Wild Wild West Of LEGO Datacenters-29 Jul 2026
Vertiv Holdings CoThe Wild Wild West Of LEGO Datacenters-29 Jul 2026
Quanta Services, Inc.The Wild Wild West Of LEGO Datacenters-29 Jul 2026
Sterling Infrastructure, Inc.The Wild Wild West Of LEGO Datacenters-29 Jul 2026
Comfort Systems USA, Inc.The Wild Wild West Of LEGO Datacenters-29 Jul 2026