US Intel(stratechery.com)

487 points by maguay 1 year ago | 517 comments

Stratechery article by Ben Thompson analyzing the U.S. government's stake in Intel and the case for it, starting with a steelmanning framing.

Nvidia's Risky Business(stratechery.com)

325 points by jonbaer 2 months ago | 157 comments

Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.

Google, Nvidia, and OpenAI(stratechery.com)

230 points by tambourine_man 10 months ago | 208 comments

The iPhone's Last Stand?(stratechery.com)

170 points by swolpers 4 months ago | 208 comments

Tim Cook's Impeccable Timing(stratechery.com)

279 points by hasheddan 6 months ago | 367 comments

TSMC Risk(stratechery.com)

95 points by swolpers 9 months ago | 57 comments