Tag: #ai-rally
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3 posts
The AI Rally Roller Coaster of June 2026 — Analyzing the Semiconductor Selloff and Rebound
A recap of the sharp selloff and the fast rebound in semiconductor names in early June 2026. Looks in a balanced way at the drivers of the volatility, the bull and bear views, and the principles for handling volatile mar
2026-06-18 · 7 min read #finance#ai-rally#semiconductor#volatility#nvidia2026 Second-Half Market Outlook — Reading the Road Through Scenarios
A recap of the first half of 2026 through the lens of the AI rally and volatility, rates, and crypto, followed by the variables that will shape the second half (the Fed, earnings, geopolitics, AI monetization). We compar
2026-06-18 · 18 min read #market-outlook#investing#macro#ai-rally#cryptoThe June 2026 AI Rally Rollercoaster — Anatomy of the Semiconductor Selloff and Rebound
A data-driven walkthrough of the early June 2026 semiconductor selloff and its rapid rebound. We examine the drivers of volatility through valuation, earnings, and interest rates, and weigh the bull and bear cases alongs
2026-06-18 · 10 min read #finance#ai-rally#semiconductors#volatility#nvidia