sundeep / sundeep is on Nostr

Semiconductor executive, former sellside tech analyst, author of Equity Research for the Technology Investor.

Last Notes

2025-01-20 07:07:24

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Love @npub1xnf…lpr5 wallet. Would be great if remote TOR worked back to node.

2025-01-19 19:39:40

Congrats @nprofile…qp08 on Bill Pay! Well done.
https://m.primal.net/NoOU.jpg

2024-09-01 04:28:46

I was delighted to host my friend, mentor and ex-colleague Mark Lipacis for our inaugural Future Vision interview at Applied Materials. Mark was insightful and riveting as always. We talked about his wildly successful calls on #NVDA and #AMD, the future of #AI, his latest views on #Semiconductors, and why investors find ICAPS (IoT, Communications, Automotive, Power and Sensors) difficult to understand. Mark described his process for identifying tectonic shifts and left us with much to think about. Thank you Mark!
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2024-08-20 21:35:07

In this 2min video I am highlighting Applied Materials Growth Thesis. I am looking forward to seeing investors in Chicago next week!
#AMAT #AI #Semiconductors
https://m.primal.net/KGBN.mov

2024-08-11 01:28:07

Great conversation with @npub1a2c…w83a at Applied Materials on Macro, Bitcoin and Semiconductors. Lyn was brilliant as always.
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2024-07-24 16:31:19

Looking forward to hosting @npub1a2c…w83a for an intimate discussion on Digital Transformation of Money at Applied Materials.
Lyn’s great "Broken Money" book has been popular with this audience of Semiconductor technologists.
We will cover a range of topics related to decentralized computing, including #bitcoin, #nostr, Monetary Inflation, Fiscal Dominance, and #semiconductors

2024-06-26 19:09:56

I enjoyed co-hosting a webinar for $AMAT investors recently. In this blog series I am laying out Applied’s Growth Thesis.
Wafer Fab Equipment Positioned for a New Wave of Growth:
https://www.appliedmaterials.com/us/en/blog/blog-posts/wafer-fab-equipment-positioned-for-a-new-wave-of-growth.html

2024-06-16 17:06:00

Can #Bitcoin be used to harden AI?
Increase trust, enable audit, enable micropayments among data/algorithm providers …

2024-06-16 16:44:22

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Very insightful indeed! Thanks for sharing.