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you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information
by claytonjy 2mo ago
you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.
https://semianalysis.com/ https://semianalysis.com/
- flyinglizard 2mo agoTo me they come across as overzealous peddlers and hacks on some market pumping mission.
- bwfan123 2mo ago> overzealous peddlers and hacks They are the marketing wing of the AI ecosystem. Their recent article on how SpaceX would drive 500B in data-center revenue was ludicrous-mode. Lets revisit this in a few years.