Archive - Interconnected

($) TSMC: Where and How Will It Raise Prices

Before we get into today’s premium member post, a quick update on last year’s fund performance. My 2023 annual performance was examined and verified by…

Apr 24 •

Is Tesla China’s “Catfish”?

If you google “catfishing”, you get a plethora of results on its use as a term to describe fake online personas to dupe or scam people on social media…

Apr 12 •

March 2024

($) Do We Need Sovereign AI?

The more I think about it, the more I think we do.

Mar 17 •

When the Houthis Found “the Cloud"

More than 20 countries are, in one way or another, involved in the four damaged undersea cables.

Mar 13 •

($) Tracking Global AI Talent Flow

Is sovereign AI keeping more talents at home?

Mar 8 •

February 2024

Japan's Semiconductor Red Carpet

Phoenix should learn a thing or two from Kumamoto.

Feb 27 •

($) China’s Provincial GDPs: Pessimism or Sandbagging

I see China delivering 5% GDP growth as a base case.

Feb 14 •

Wang Chuanfu: A Name Everyone in the West Should Know

An American-esque, rags-to-riches story.

Feb 8 •

($) 10-K's and Geopolitics: AMD, Intel, Meta Edition

What annual reports can tell us about geopolitical trends

Feb 4 •

January 2024

U.S. Export Control is Hurting Nvidia and Helping Huawei

“If you know yourself but not the enemy, for every victory gained you will also suffer a defeat.” -- Sun Tzu

Jan 28 •

($) AI May Have A Gross Margin and Bullshit Revenue Problem

The red hot generative AI sector may only be a year old, but it is already showing signs of financial shenanigans and profitability challenges. A pair…

Jan 25 •

TSMC Hedges Against a CHIPS Act Fail

America needs to stop dragging its feet

Jan 19 •

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