Month: February 2026

Intel and Nvidia and Meta

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Yesterday, Nvidia $NVDA announced it would develop chips for Meta $META datacenters based on $ARM technology. Some analysts think this is a threat to Intel $INTC and $AMD. That concern is valid. There are a lot of moving parts so let’s go through the details.   1) Intel and AMD produce chips based on the … Read more

A Change of Perception

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Yesterday, I visited the 1,000 year-old Khmer temples just outside of Siem Reap, Cambodia. I had seen these magnificent structures more than 20 years ago when I first visited. The Ta Prohm Buddhist temple became famous after being featured in one of the Tomb Raider films. I’ve played through several of the games and it’s … Read more

5 Things to Know in Investing This Week – The Market Ignores the CPI Issue

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Quick announcement: I’ll be in Siem Reap, Cambodia for the next couple of weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. Also, I was … Read more

January CPI is 2.4%

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 Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year. That’s below last month and below the 2.5% expected. The monthly change was 0.2% vs the 0.3% estimate. The Core CPI which excludes food and energy was up 2.5%, consistent with expectations. The … Read more

Thoughts on Bitcoin

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The dollar price of Bitcoin is down almost 50% from the all-time highs reached just a few months ago. The Bitcoin haters are busy declaring victory (and ignoring that many of them have been negative on the digital asset when it was trading at $1,000). Some of the defenders are saying it’s a great time … Read more

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