$LSCC beat on Q1 EPS and revenue, getting hit on what was considered a soft guide. That 69% GM is pretty awesome. While Lattice Semiconductor is very much participating in the growing AI markets, the comms📶 infra market continues to be a drag in the future.

Computing was up, as you'd

Agreed. 'Nanometer' nomenclature is made up and not based in science. Hasn't been for close to a decade. x.com/PatrickMoorhea…

Best new show this year? 100%. FALLOUT⚡️.

Congrats Will Townsend!

We are LIVE!🎙️Ep 23 of the 🔥Hot Desk Pod with @melodybrue and Robert Kramer talking Oracle Analyst Summit, Microsoft earnings, Google earnings, and how healthcare tech is having a moment. $MSFT, $GOOG, $GOOGL, $ORCL twitter.com/i/broadcasts/1…

Show and tell at the Moorhead home has changed a bit since my kids became adults. My son was the only one who figured out how to use NVIDIA CuML for his automated service payment project. His algo trained in 13 minutes versus 180 hours on the CPU. Inference was 13 seconds versus

Yes, of course, @NVIDIA is part of the broader AI PC ecosystem. They've been shipping AI-enabled discrete GPUs for nearly a decade for gaming, content creation, and even collaboration. The tweet below was all about giant NPU-based thin and light notebooks coming soon. $NVDA

We are LIVE! An Earningspalooza Episode on $GOOG, $MSFT, $NOW, $SAP, $META, $INTC, $IBM.

This will be interesting. Intel was late with EUV due to BK’s ‘I don’t know if the tech will ever be ready’ stance and TSMC led, and here TSMC is passing on High-NA EUV for a round and Intel will lead. Man, Pat Gelsinger has burned the boats and is going for it.

Stunning Capex.

Beneficiaries? Pick your player.
$NVDA (of course)
$INTC
$AMD
$ARM
$AVGO
$MRVL
Samsung
$MU
Hynix
$CSCO
$ANET
$EXTR
$SMCI
$TSMC

Who’d I miss?

Some companies make it easy to analyze earnings. Then, there's $GOOG. I want more details on what happened with Google Cloud...
- No posted transcript (yet)
- No posted presentation (don't do one)
- Here's what's available in the release:

Google Cloud:
Revenue $9.6B
OpInc $.9B

Where do you even start with $MSFT? Crushing it in almost all areas investors care about.

Microsoft Azure is 40% overall revenue on a $100B/year scale. Let this sink in. Microsoft was the shrink-wrapped OS and productivity app vendor for devices and on-prem servers.

More Personal

OK, on $INTC Q1. It was a big EPS beat, improved gross margins, slightly lower than the expected topline, and with a lower forecast. The forecast is weighing on AH.

I had the chance to talk with @Intel CEO Pat Gelsinger, and he focused on positive execution (fair), stronger 2H

To all those “the economy is great” broadcasters, we are possibly entering what’s called “stagflation” where GDP declines and prices go up. The last time we had this was in the 70s. For those who were alive then like me, it was one of the darker economic moments and drove a shift

Classy. The industry needs more of this.

Will weigh in on $INTC, $MSFT, $TMUS, $GOOG, $MU as soon as my client meetings over and have had a time to digest. Will y'all spread it out next quarter? Please?🤠

Meta did the US a great service for running off Palmer Luckey.

Imagine the impact of confluence 100K different chiplets from garage designers, pre-qualified to foundry on standard design rule complex packaging, combined with 10000x efficiency design, validation, verification semi EDA tools. I know, nutty, but seems like the path we’re on.