5 Things to Know in Investing This Week – The US Yentervention Issue
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#Anthropic
SLMs and Intel
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5 Things to Know in Investing This Week – The Intel “Incinerated” Nothing Issue
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5 Things to Know in Investing This Week – The Yentervention Issue
I’ll be in the Lake Atitlan, Guatemala are for the next two 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. DKI also added a … Read more
DeepSeek Founder Says the Quiet Part Out Loud
This week, The Epoch Times reported that DeepSeek paused a fundraising round due to comments made by its Founder, Liang Wenfeng, at a conference. These comments focused on the superiority of “noncompliant cards” and DeepSeek’s ability to obtain them. While Nvidia wasn’t named, it’s clear he was commenting on his ability to access Nvidia GPUs … Read more
5 Things to Know in Investing This Week – The It’s All About Semiconductors Issue
Intel crushes estimates and raises guidance. Results in the 18A plant are ahead of expectations. They increase the cap-x budget to meet profitable demand. Yet the stock fall. We explain. In recent weeks, we’ve taken on the issue of personal ownership of purchased goods. President Trump is addressing the right to repair issue in favor … Read more
5 Things to Know in Investing This Week – The You Can’t Own GTA VI Issue
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5 Things to Know in Investing This Week – The DRAM Issue
I’d like to start this week with a personal note. As many of you know, I had surgery on Friday. Everything went well, and while I’m in considerable pain, I have every reason to expect that I’ll make a full recovery. My current situation represents the best-case scenario and the outlook is excellent. I expect … Read more
5 Things to Know in Investing This Week – The Why is Bitcoin Down Issue
The CPI rose again and cracked 4%. Energy is still expensive, but you already knew that. The big issue is Powell never got inflation under control. People panicked that Warsh would cut. He can’t and at this point, there’s nothing the Fed can do (something I’ve been saying for the past two years). Bitcoin has … Read more
Reader Mailbag – Growth in AI Usage
I got a great question from “M” this morning. Copying his question and my reply here. Let me know what you think at IR@DeepKnowledgeInvesting.com or feel free to post your thoughts in the comments to this piece. From “M” First, you’re really putting out great stuff, and obviously, the input behind it is extensive and … Read more
