Oct 1, 2026
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2 min read
Our forecast scorecard and the economics behind the next quarter.
Sep 29, 2026
Our model points to $56.16B. Here is the assumption that could break it.
The Chokepoint
Sep 3, 2026
6 min read
AI boards are getting thicker, denser and harder to drill. The tiny tools making the holes are wearing out faster.
Aug 28, 2026
AI needs power faster than the grid can deliver it. Fuel cells are becoming the workaround.
Aug 20, 2026
7 min read
MLCC cost per rack is up 182% into VR200. The rack itself only doubled.
Earnings
Aug 3, 2026
3 min read
Here is what we missed.
Jul 28, 2026
Tessara's numbers, assumptions and probability range
Jul 27, 2026
1 min read
What will actually matter on the call
Jul 22, 2026
4 min read
Both report today. Our frame on each, and the calls we’ve put on the record before the prints.
