The Network Layer Is Now the Hottest Trade in AI
ANET just delivered its first $3 billion quarter. AVGO is guiding to $16 billion in AI chips for Q3. September 2 decides whether the gap closes.
August 23, 2026
You won’t believe what I wrote on this whiteboard
August 23, 2026 Silver’s Six-Year Deficit Just Got Worse Featured: Silver’s Six-Year Deficit Just Got Worse Sponsored Editor’s Note: Named the…
Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.