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The latest in semiconductors: silicon, AI, processors, market trends.
Data updated 1 week ago
Heavy Moat Investments
11K subs
The Quant's Playbook
13K subs
++4.9%/wk
Drinking from the Firehose
9K subs
| Public |
| Beyond the Instruction StreamInterview with Ilan Tayari, VP of Architecture at NextSiliconFeb 3, 2026 | Public |
| An Interview with AMD CTO Mark Papermaster The Future is Faster Than Anyone ExpectedJan 29, 2026 | Public |
| An Interview with Dr. Krste AsanovićPutting the Drive into RISC-VJan 15, 2026 | Public |
| AMD Client Updates at CES 2026A Mid-Cycle CPU RefreshJan 6, 2026 | Public |
| Ho Ho Ho, Groq+NVIDIA Is A GiftSomething something Intel tooDec 25, 2025 | Subscriber-only |
| Chips Today vs. Chips TomorrowA Fireside Chat on The Future of Silicon InfrastructureDec 18, 2025 | Public |
| Solving The Problems of HBM-on-LogicFuture AI Accelerators Might Need To Be Slower To Be FasterDec 17, 2025 | Public |
| Synopsys and NVIDIA Double Down on Acceleration$2b Investment from NVIDIA and Joint Development AgreementDec 1, 2025 | Public |
| NVIDIA 2026 Q3 Financial ResultsAn Unbroken Streak of RecordsNov 20, 2025 | Public |
Avg Likes
10.0
Engagement Rate
0.09%· ~10 likes + comments/post
(comments + likes) / subscribers
Quality Score
Engagement vs Finance
0.09% engagement rate
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330 paid
Weekly Growth
~0%
Paid Subscriber Retention
Insufficient data
10 of 30 days needed
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$44–$88
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Publishing Pace
Bi-weekly
Consistent
Category Rank
#150 of 1115
in Finance
Engagement Trend
Declining
based on recent posts
Publishing Frequency
Bi-weekly
Last published Mar 9, 2026
0.7 posts/week avg
Finance Pricing
$1,963.41/mo avg
Below average(-99%)
Monetization Readiness
Already monetizing
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Sign up freePriced at $25/mo, 99% below the Finance average of $1963/mo.