Mule’s Musings

Mule's Musings focuses on the intricacies of AI development, semiconductor industry dynamics, and technological evolution. It covers industry analyses, historical parallels, investment prospects, and the strategic maneuvers of leading tech companies, emphasizing on how foundational technologies shape our digital infrastructure and economic landscape.

AI Industry Dynamics Semiconductor Industry Trends Technological Evolution and History Corporate Strategy in Tech Investment and Market Analysis

The hottest Substack posts of Mule’s Musings

And their main takeaways

Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM

83 implied HN points • 12 Feb 24
💰 Finance Stocks Investing Market Analysis Company Updates
  1. The post discusses the performance of different companies in the automotive and optics sectors, highlighting particular stocks like NXPI, IFX, FN, COHR, MKSI, MPWR, ACLS, SLAB, RMBS, and ARM.
  2. It mentions an observation that automotive stocks are performing poorly while optics stocks are doing well.
  3. There is a note about Rambus having a breather and SLAB putting a bottom in, suggesting potential shifts in their performance.