Posts Categorized: Investment Strategy

The Birth of a GPU Titan Nvidia (NASDAQ: NVDA) was founded in 1993 by three seasoned computer and electrical engineers.  They were Jenson Huang, a former microprocessor designer from Advanced Micro Devices (NASDAQ: AMD), Chris Malachowsky, a former electrical engineer from Sun Microsystems, and Curtis Penn, also a former microprocessor engineer from Sun Microsystems. Back…

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Next-Gen Chips Demand a Next-Gen-Focused Company Up to now, we have hardware – semiconductors and other electronics that power our electronic devices. Everything these days seems to have some kind of “intelligence” in it, from our cars, toaster ovens, and thermostats to phones, computers, and e-readers. Today, most of the builds are serial, meaning the…

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Fairchild, the Mother of the Digital Era If you’re not a techie, then the name Fairchild likely doesn’t stir any sentimental connection, but it should. You see, in 1957, Fairchild Camera and Instrument, owned by Sherman Fairchild, launched a division that would change the world. It pioneered transistors, integrated circuits, and hired some of the…

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Adobe (NASDAQ: ADBE) is truly an extraordinary company. With headquarters in the Silicon Valley suburb of San Jose, it has over 24,000 employees, and as of 2020, it made revenues approaching $13B. All around your daily lives there are Adobe products. If your son doesn’t like the way he looks in a given photo, he…

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Microchip Technology (NASDAQ: MCHP) is about as nondescript a name as you can get in this furiously competitive and high-flying sector. It’s not a massive player, or a maker of superfast CPUs or GPUs, and its chips aren’t the go-to choice for server farms or mining Bitcoin. Still, MCHP has a $38 billion market cap…

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