Insightology Research

Weekly Shot #17 Marvel is in a good spot

Marvel is more attractive than Nvida....

Aug 31 • Insightology

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Weekly Shot #16：CSP cash flow、NPO back in focus

Which is more important than CSP cash flow ?

Aug 9 • Insightology

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Weekly Shots #15: Taiwan Semiconductor Capex Surge, Auto Tariffs, and the Danger of Leverage

The capex cycle spreads from wafers to packaging, power, and industrial gases—plus a warning from Europe's first rate hike since 2023

Aug 1 • Insightology

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July 2026

Weekly Shots #14: Kimi 3 Wins on Cost per Task, Intel's 18A Inflection, and TXN's Harvest Phase

Kimi 3's real cost advantage, what Q2 earnings signal for Intel (INTC), Google (GOOG), and Texas Instruments (TXN)

Jul 24 • Insightology

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Deep Dive into TSMC and ASML 26Q3

This WFE upcycle is set to run longer and last longer.

Jul 19 • Insightology

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Weekly Shots #13

TSMC keeps revising up, but the Semis and Nasdaq Lose the 60 Day Line

Jul 18 • Insightology

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January 2026

Weekly Shots of Insight and Market #11

TSMC

Jan 19 • Insightology

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Weekly Shots of Insight and Market #10

AEHR: Wafer-level Burn-in Will Rise; NVIDIA Enters Storage Servers

Jan 10 • Insightology

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December 2025

Weekly Shots of Insight and Market #8、9

Merry Christmas! Micron (MU) Outlook, Groq : A Strategic Move for Talent and Software Supremacy

Dec 28, 2025 • Insightology

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Weekly Shots of Insight and Market #7

Equanimity & Long-termism ; AI & Horses ; CoWoS Capacity Update ; Optical Module Tracking

Dec 13, 2025 • Insightology

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UMC : A Value Turnaround Play

US-led Semiconductor Collaboration：Ａ New Era of Making America Manufacturing Great

Dec 11, 2025 • Insightology

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AI’s Energy Endgame: Building the First "Lego Brick" of a Dyson Sphere

From the Energy Wall to the Stars: How AI is Forcing Us to Build a Dyson Sphere.

Dec 8, 2025 • Insightology

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