Mule’s Musings S-Curves, Semiconductors, and the long tail of the internet. Usually open-ended exploration into things I find interesting.
Mule’s Musings • 376 HN points • 19 Jun 22 Backside Power Delivery and Bold Bets at Intel Architecture bets that Intel and TSMC are making
Mule’s Musings • 152 HN points • 08 Jun 22 The Golden Screw: Inventory, Orders and Semiconductors Is the Supply Chain Screwed? Backlogs create less visibility to end demand.
Mule’s Musings • 89 HN points • 22 Jun 22 GPU Gluts, Estimate Cuts Coming, and AMD Valuation Crypto crash implications for GPUs, Estimate cuts and inventory problems at at Fabless companies
Mule’s Musings • 89 HN points • 01 Jul 22 Micron Earnings: Demand Guide Down We are in the End Game Now
Mule’s Musings • 53 HN points • 28 Jun 22 Activist at WDC, and KLAC's Long Term Model at Investor Day Sorry to spam your inbox - I incorrectly sent an unedited version of this post - I had to rewrite the whole thing hastily this AM. I apologize for that.
