Suiman Aimam
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Suiman's Insights
My personal Substack
10 posts · theirs
Lately
Apple's $30B Broadcom Deal Hands Its Chip Secrets to Google's Supplier
Amazon Quietly Repriced Its Entire Cloud AI Stack Last Thursday and Nobody in Finance Is Talking About It
Everyone Thinks They Know What a Stock Split Does to NVIDIA. Almost Nobody Does.
Intel Did This to IBM in 1985. Taiwan Is Doing It to America Right Now.
Why Google was a genius and Microsoft is a villain
Apple Spent $6B on AI in 6 Months and the Chart That Matters Isn't Siri
The $89M figure that handed lawyers a gift 🎁
The trap that erased $400B from Cisco overnight
What does Jensen actually know that we don't? 🔍
$250 billion vanished because of fake customers 💀
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