Damnang's Substack

Damnang's Substack has 34 stock analyses indexed on RhinoInvestory, covering 28 companies across Communication Services, Information Technology, Real Estate. Published Mar 2026 – Oct 2026.

Sectors Covered

Communication Services Information Technology Real Estate

Countries Covered

Australia Cayman Islands Japan Netherlands South Korea Sweden Taiwan US United States

Stock Analyses by Damnang's Substack

Can AMD Beat NVIDIA? part2: Vera Rubin's HBM4 Pin Speed Downgrade

NVIDIA ($NVDA) • 2026-10-27

Ciena & Fabrinet: The Road Ahead for Optics

Ciena ($CIEN) • 2026-09-24

[Expert Call Report] Samsung HBM Hybrid Bonding: From Technology to Volume Production

Samsung Electronics ($005930.KS) • 2026-09-23

[Expert Call Report] Intel's Competitive Position

Intel ($INTC) • 2026-09-17

The AI Memory Masterclass with Damnang

NVIDIA ($NVDA) • 2026-09-11

What NVHBM Means: The Contest for Power Over HBM Begins

NVIDIA ($NVDA) • 2026-08-30

CoreWeave, Nebius, IREN: Same Neocloud Label, Three Different Investment Cases

CoreWeave ($CRWV) • 2026-08-28

Marvell Part 3: What Has Been Proven, and What Is Still Open

Marvell Technology ($MRVL) • 2026-08-21

HBM Density Peak: Why AI Value Is Moving From Memory to Connectivity

SK Hynix ($000660.KS) • 2026-08-20

Will HBF Create Upside for Sandisk?

SanDisk ($SNDK) • 2026-08-18

The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology

Applied Optoelectronics ($AAOI) • 2026-08-04

The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology

Applied Optoelectronics ($AAOI) • 2026-08-04

The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest

Monolithic Power Systems ($MPWR) • 2026-08-04

The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?

OPEN ($OPEN) • 2026-07-19

A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis

NVIDIA ($NVDA) • 2026-07-07

Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is

Meta Platforms ($META) • 2026-07-02