Recent Posts
Social•Feb 19, 2026
Memory: From Overlooked to Industry’s Hot Topic
Went deeeeepp on the memory industry in this report. No one used to want to cover memory, and now it is all the industry/supply chain wants to talk about. Some juicy stats 😀 https://t.co/QSHAd1OxK2 https://t.co/dbC4xNxVte
By Ben Bajarin
Social•Feb 18, 2026
COT Shift Signals Changing Custom ASIC Customer Landscape
Important commentary here on COT on the $CDNS call last night. Called out this trend last year. It will be important for $AVGO $MRVL $MTK customer dynamics in custom ASICs. https://t.co/lgWuwvj4oB
By Ben Bajarin
Social•Feb 17, 2026
Hybrid AI Wins; System-Level UI Integration Leads
Good points from @benthompson @stratechery today. Hybrid AI is the way, and those OS/UIs that manage that best and integrate agentic at the system level are best positioned. https://t.co/b2PY6FuSgR
By Ben Bajarin
Social•Feb 17, 2026
Confident Helios Shipments Will Arrive on Schedule, Confirmed
There was zero doubt in my mind that there were any delays to Helios, and the first shipments would be on time. Glad @AnushElangovan confirmed it.
By Ben Bajarin
Social•Feb 16, 2026
Market Can Only Meet Half to Two‑Thirds of Demand
Morgan Stanley hosted $MU CFO. "the gap is significant" "commentary that the state of the market is such that it can only support 50% to 2/3rds of key customers’ demand," https://t.co/NLNcHwM3ri
By Ben Bajarin
Social•Feb 16, 2026
Semiconductors Shift From Volume to ASP‑Driven Value
Modeled a range of scenarios, but showing mid-bull to make a key point. For the first time in semiconductor industry history, value creation is primarily an ASP story not a volume story. https://t.co/IoHFb65Gmq
By Ben Bajarin
Social•Feb 16, 2026
Amazon's High Capex-to-FCF Isn't New, Still Managed Well
Working on my $AMZN growth thesis report for this week, and just helpful to point out, that this high capex to FCF is not uncharted territory for Amazon. I get there is more competition this time than e-comm but they...
By Ben Bajarin