Results for "Semiconductor Market"

The Micron Mirage: Why the CEO's Optimism Hides the Brutal Truth of the Memory Supercycle
News
4 days ago•3 min read

The Micron Mirage: Why the CEO's Optimism Hides the Brutal Truth of the Memory Supercycle

Is Micron Technology's stock peaking? We dissect the CEO's bullish facade and reveal the hidden dangers in the AI memory boom.

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DailyWorld Editorial
The Hidden Tax on AI: Why Marvell's New 'Buy' Rating is a Trojan Horse for Data Center Overlords
News
27 days ago•4 min read

The Hidden Tax on AI: Why Marvell's New 'Buy' Rating is a Trojan Horse for Data Center Overlords

Forget the hype around Marvell Technology's new buy rating. The real story is the deepening chasm in the semiconductor landscape and who pays the hidden tax.

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DailyWorld Editorial
The Hidden Tax on AI: Why Jackson Square's MRVL Sell-Off Signals a Server Room Reckoning
News
about 2 months ago•4 min read

The Hidden Tax on AI: Why Jackson Square's MRVL Sell-Off Signals a Server Room Reckoning

The recent selling of Marvell Technology ($MRVL) shares by Jackson Square Capital isn't just noise; it's a canary in the coal mine for the entire semiconductor sector.

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DailyWorld Editorial