Nvidia In the Valley

Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.

Big Ten Blame

The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation

Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Shopify’s Evolution

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network

[FREE] Netflix Follow-Up, The Senate Tech Bill

More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.

The Intel Split

It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.