MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

SemiAnalysis

https://newsletter.semianalysis.com/

Mentions11
Posts4
Latest post19 Aug 2026
Cerebras Systems Inc.Cerebras's Next Generation CS-4: Fast Just Got Faster-19 Aug 2026
Alphabet Inc.SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker-7 Aug 2026
NVIDIA 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
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