Stocks

10.04.2026

wow, optical stocks rising a lot

cpu shortage. AMZN Trainium?

https://x.com/RihardJarc/status/2042204845986242790

lot of buzz around intel, i have like 12 shares @ $38. foundary business is making deals, but products is still losing marketshare

INFQ? Quantum Sensor for Space Travel Long-Term NASA Collaboration https://x.com/Semicon_player/status/2042283875628691553

good ideas: https://irrationalanalysis.substack.com/p/2026-irrational-ideas

09.04.2026

December 15, 2021 Advanced Packaging article:

https://semianalysis.com/2021/12/15/advanced-packaging-part-1-pad-limited/?utmsource=substack&utmcampaign=postembed&utmmedium=web