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Q3 2026

A collection of 2 posts
ARM Is Quietly Becoming the Backbone of AI Infrastructure
Earnings

ARM Is Quietly Becoming the Backbone of AI Infrastructure

ARM is no longer just a chip designer for phones and PCs. It is quietly becoming the backbone of the AI revolution, powering everything from autonomous vehicles to robotics. I take a deep dive into their growth, strategy, and why investors are watching closely.
18 Feb 2026 4 min read
Owning the Shoreline: My Updated Take on NVIDIA - Q3 2026
Earnings

Owning the Shoreline: My Updated Take on NVIDIA - Q3 2026

NVIDIA is no longer just riding the AI wave - it’s shaping the entire shoreline. A $4T company growing at record pace, returning massive capital, and dominating AI infrastructure. Is this still hype, or the backbone of the next decade?
10 Jan 2026 5 min read
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