Semiconductors — Thought — LONGRIVER

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Posts tagged Semiconductors

Podcast: Brian Mushonga and Will Thrower

Hyperscaler capex is hitting its physical limits.

Companies, Investing, PodcastsGraham Rhodes20 March 2026AI, Hypergrowth, Clean Energy, Vertiv, Nvidia, Semiconductors

AMD: The Challenger

Climbing one mountain and now attempting another.

CompaniesGraham Rhodes25 June 2023AMD, TSMC, Semiconductors, Fabless