Substack about Semiconductors (CPUs, GPUs, DPUs), solar, batteries, EVs, and AVs.
EnerTuition is a skeptic honed in seeing through Investment banker and management narrative.
Skeptics seeing through Investment banker and management hype. Writing about AI Infrastructure and Semiconductors - mainly CPUs, GPUs, Networking, and memory, with a smattering of Solar, BEVs, and Autonomous driving. Tag us on anything related.
The number of free subscribers for Beyond The Hype - Looking Past Management & Wall Street Hype over time since it was added to the directory.
If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits the headlines.