Damnang's Substack

Damnang's Substack has 19 stock analyses indexed on RhinoInvestory, covering 18 companies across Communication Services, Information Technology, Real Estate. Published Mar 2026 – Aug 2026.

Sectors Covered

Communication Services Information Technology Real Estate

Countries Covered

Japan South Korea Sweden Taiwan US

Stock Analyses by Damnang's Substack

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

Sivers Semiconductors: Verifying the Thesis After a 2,100% Run in Six Months

Sivers Semiconductors ($SIVE) • 2026-05-27

The Real SpaceX IPO Beneficiaries Are in Semiconductors

• 2026-05-16

An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028

Strategy ($MSTR) • 2026-05-05

Intel’s Real Moat That Nobody Talks About: STCO

Intel ($INTC) • 2026-05-04

The One Sentence That Made Me Look at Qualcomm Again

Qualcomm ($QCOM) • 2026-04-30

Google’s AI Infrastructure Layer Map

• 2026-04-28

Can AMD Beat NVIDIA?

NVIDIA ($NVDA) • 2026-04-17

The Cadence Ambition the Market Isn't Pricing Yet

• 2026-04-16

The Age of the TSMC Bottleneck

TSMC ($TSM) • 2026-04-06

NVIDIA's Marvell Investment: What Lies Beneath

NVIDIA ($NVDA) • 2026-04-02

Beyond NVIDIA and Broadcom: What the Market May Be Missing

Broadcom ($AVGO) • 2026-03-27

Is SanDisk Done?

SanDisk ($SNDK) • 2026-03-26

EMIB: Intel Foundry's Best Hope

Intel ($INTC) • 2026-03-19

Intel Foundry: A Last Chance

Intel ($INTC) • 2026-03-16