Investment

How I think about money and markets

CLS

electronics manufacturing · AI data-center hardware

Builds the servers, networking switches and storage gear that big cloud and AI companies design but don't make themselves.

AMD

semiconductors · CPUs, GPUs, AI accelerators

Makes the processors in PCs and data centers, plus Instinct GPUs that compete for AI training and inference workloads.

semiconductors · memory & storage

One of the few makers of DRAM and NAND, including the high-bandwidth memory (HBM) that sits next to AI chips.

These are my personal notes, not investment advice. Do your own research.