CES 2026 Hype Cycle Begins: AI Dominance Confirmed
The Cold Strategist breaks down the pathetic predictability of CES 2026 announcements from Nvidia, AMD, and Intel. It’s all smoke, no fire.
Semiconductors
AMD’s Trillion-Dollar Bet: Hype or Reality?
Citi crowns AMD the chip leader. A $1 TRILLION AI bet looms. Are these sky-high 2030 projections a genius move or a colossal gamble for AMD stock?