Teach-in Series 3 - IDM
Companies that design and manufacture their own chips — memory, analog, power, and Intel.
Teach-in Series 2 - EDA & IP
The design-enabler layer of the chip economy — the software and reusable IP that make every chip possible. A companion to the Equipment & Materials primer.
Teach-in Series 1 - Semiconductor Equipment & Materials
The capital-equipment and materials layer that enables all semiconductor manufacturing — its structure, economics, leaders, and strategic risks.
Weekly Casserole - After the Hottest IPO Debut (Cerebras) of the Year, Will SpaceX Top Over It, and What Next?
Cerebras Systems’ explosive Nasdaq debut has propelled the chip designer into the $100 billion club, boosting AI infrastructure landscape yet again, as it pivots from hardware sales to a direct cloud offensive against titans like Google and Microsoft. With OpenAI once eyeing the company as a "secret weapon"
Weekly Casserole - Cerebras IPO, US-China Talk Kick-Off in Seoul, Jensen Huang’s Last-Minute Invite, Alibaba/Tencent Results and more — Fueling another Rally or Forging a Rivalry?
AI is pivoting toward a "transactional infrastructure" phase, where the focus has shifted from general AI hype to the specific mechanics of deployment and trade. In the semiconductor space, capital is aggressively chasing inference-specialized hardware to solve the high-latency bottlenecks currently stalling real-time AI applications.
Silicon Bakery - It’s Getting Hotter and Hotter, What’s the Next Wave in Semiconductors?
The semiconductor industry is officially entering its $1 trillion era, fueled by a massive $600 billion hyperscale capex surge projected for 2026. Industry consultants view this as a structural revolution beyond cyclicals. As the market begins to look past GPUs & Hyperscalers, the question remains: what will the next wave
Strategy’s Potential BTC Sell-Off or Circle’s Stablecoin Takeover: Will Crypto Fly or Tank?
Is crypto market yet at another historical crossroads? Bitcoin treasury firm Strategy signals it might break the “never sell” approach to the flagship crypto BTC. Meanwhile, U.S. lawmakers are updating the rules of stablecoin adoption, which could be a net win for the sector. Reading between the lines, what
Mark Zuckerberg testifies for the first time ever on social media and children’s mental health, Feb 19, 2026
Los Angeles — Meta CEO Mark Zuckerberg on Wednesday testified before a jury for the first time about accusations that social media, including Instagram, harm children’s mental health. What's the paradox on Meta? Mixed content on social media?Result0.00%Fear over the control of Ai?Result0.00%
