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Damnang's Substack
Damnang's Substack has 19 stock analyses indexed on RhinoInvestory, covering 21 companies across Communication Services, Information Technology. Published Mar 2026 – Aug 2026.
Sectors Covered
Stock Analyses by Damnang's Substack
The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?
OPEN • Published: 2026-07-19
A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
NVIDIA ($NVDA) • Published: 2026-07-07
Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is
Meta Platforms ($META) • Published: 2026-07-02
The Real SpaceX IPO Beneficiaries Are in Semiconductors
SpaceX • Published: 2026-05-16
An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028
Strategy ($MSTR) • Published: 2026-05-05
Intel’s Real Moat That Nobody Talks About: STCO
Intel ($INTC) • Published: 2026-05-04
The One Sentence That Made Me Look at Qualcomm Again
Qualcomm • Published: 2026-04-30
Google’s AI Infrastructure Layer Map
Google • Published: 2026-04-28
Can AMD Beat NVIDIA?
NVIDIA ($NVDA) • Published: 2026-04-17
The Cadence Ambition the Market Isn't Pricing Yet
Cadence • Published: 2026-04-16
The Age of the TSMC Bottleneck
TSMC ($TSM) • Published: 2026-04-06
NVIDIA's Marvell Investment: What Lies Beneath
NVIDIA ($NVDA) • Published: 2026-04-02
Beyond NVIDIA and Broadcom: What the Market May Be Missing
Broadcom • Published: 2026-03-27
Is SanDisk Done?
SanDisk ($SNDK) • Published: 2026-03-26
EMIB: Intel Foundry's Best Hope
Intel ($INTC) • Published: 2026-03-19
Intel Foundry: A Last Chance
Intel ($INTC) • Published: 2026-03-16
