# winners losers (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover winners losers. Page: Feed: --- ## [Winners & Losers: Schools Starts Too Early, Dirty Books & Football](https://sherrysylvester.substack.com/p/winners-and-losers-schools-starts) _2026-08-21 · Sherry Sylvester · Sherry Sylvester on Substack_ Winners & Losers is calling an end to our summer break. ## [Time to switch to TPU/ASIC supply chain](https://andrewhclu.substack.com/p/time-to-switch-to-tpuasic-supply) _2026-08-21 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 是時候把部分資金轉向谷歌 TPU 算力中心產業鏈了，電子時報AI晶片產業預測的3個 implications ## [By placing chips orders, OpenAI/Meta each will get 10% almost free AMD shares but Google will get 6.6% costly Marvell shares](https://andrewhclu.substack.com/p/by-placing-chips-orders-openaimeta) _2026-08-19 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 同樣都是下大單換認股權證，OpenAI/Meta 用6GW算力訂單各換到了50%的 AMD 10%市值的折抵回扣，谷歌用1200億美元訂單可能只換到了10%的折抵回扣 ## [Washington's Mess, France's Problem?](https://nixons.substack.com/p/washingtons-mess-frances-problem) _2026-08-16 · Simon Nixon · Wealth of Nations_ Why the markets aren't buying Bessent's ruse, the real significance of Nigel Farage's Clacton win, and why Greeks are the new Byzantines ## [Risks not on capex but on rising MOI at key memory customers](https://andrewhclu.substack.com/p/risks-not-on-capex-but-on-rising) _2026-08-16 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 我們目前不擔心最近全球存儲記憶體大廠拉高資本開支，但我們反而擔心的是庫存塞一堆在下游客戶手中 ## [9th & Congress: Trans Women at Bunker Hill: The DAR’s Identity Crisis](https://sherrysylvester.substack.com/p/9th-and-congress-trans-women-at-bunker) _2026-08-14 · Sherry Sylvester · Sherry Sylvester on Substack_ It is more than a little ironic that in the middle of the celebration of 250th Anniversary of the Declaration of Independence, one of the nation’s oldest historical organizations, the Daughters of the American Revolution (DAR), voted down an effort to ban men who say ## [What to invest if AI token factories become commodity factories?](https://andrewhclu.substack.com/p/what-to-invest-if-ai-token-factories) _2026-08-12 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 當AI雲算力巨頭無差異的擴張算力印鈔工廠，以後會不會變成大眾商品工廠，我們又該如何投資？ ## [Superintelligence is already here](https://www.adorableandharmless.com/p/superintelligence-is-already-here) _2026-08-12 · Kitten · Adorable and Harmless_ And I feel fine. An optimistic vision for the future ## [Global semiconductor and technology daily news summary](https://andrewhclu.substack.com/p/global-semiconductor-and-technology) _2026-08-10 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 全球科技與半導體產業動態觀察報告 ## [Finding winners and losers post July sales?](https://andrewhclu.substack.com/p/finding-winners-and-losers-post-july) _2026-08-10 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 台灣半導體暨科技產業公布7月份營收，哪些產業營收增長明顯在加速/減速，哪些公司高於/低於分析師預期？ ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/izVGIex65fCP) _2026-08-10 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [New Ways To Lose](https://nixons.substack.com/p/new-ways-to-lose) _2026-08-09 · Simon Nixon · Wealth of Nations_ Why Trump won't learn from his foreign policy failures; is Bessent's Yen intervention Bretton Woods 2.0; why the US is most exposed to climate risks; and why are pro-Europeans hiding behind the Bin? ## [Sherry Sylvester Show: Freedom Haulers, AI, Immigration & Growth: A Conversation with Sen. Brent Hagenbuch](https://sherrysylvester.substack.com/p/sherry-sylvester-show-freedom-haulers) _2026-08-07 · Sherry Sylvester · Sherry Sylvester on Substack_ Fresh off his first legislative session (and in the middle of his first Legislative Interim) Senator Brent Hagenbuch joined me on The Sherry Sylvester Show to discuss how Texas is addressing challenges from epic growth to Islamification. ## [Can Nvidia really cut Rubin Ultra HBM memory?](https://andrewhclu.substack.com/p/can-nvidia-really-cut-rubin-ultra) _2026-08-07 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 我們覺得Nvidia 砍 Rubin Ultra HBM 的規格及容量是無腦決定，但影響效能及可行性方案如何取捨是一大課題 ## [What AMD, SpaceX, Astera Labs say about AI demand to drive post market down?](https://andrewhclu.substack.com/p/what-amd-spacex-astera-labs-say-about) _2026-08-04 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 三家跟AI需求相關的公司，財報好壞盤後都跌，他們到底說了些什麼？ ## [Europe's Defeat](https://nixons.substack.com/p/europes-defeat) _2026-08-02 · Simon Nixon · Wealth of Nations_ How Europe lost the Battle of Ceuta; the four horsemen of the summer apocalypse; why Europe faces a climate sovereign doom loop; and why the Clacton by-election is not a joke ## [Comparing top 5 hyperscalers after Amazon reports AWS sales/profits to accelerate](https://andrewhclu.substack.com/p/comparing-top-5-hyperscalers-after) _2026-07-30 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 在亞馬遜及AWS 公布財報及提供指引後，我們除了分析亞馬遜的數字外也比較同業找出差異及趨勢 ## [What Meta & Microsoft report about the sales and capex to result in an opposite movement](https://andrewhclu.substack.com/p/what-meta-and-microsoft-report-about) _2026-07-29 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ Meta 跟微軟到底在法說公布了什麼，讓股價走向大不同？ ## [Sherry Sylvester Show: Did the World Cup Change the World? w/ Joshua Treviño](https://sherrysylvester.substack.com/p/sherry-sylvester-show-did-the-world) _2026-07-28 · Sherry Sylvester · Sherry Sylvester on Substack_ The 2026 World Cup featured 104 matches in 16 host cities, including 2 in Texas. ## [Don‘t be confused by Nvidia's US$250bn backstop on OpenAI](https://andrewhclu.substack.com/p/dont-be-confused-by-nvidias-us250bn) _2026-07-28 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 當市場以為 Nvidia 又要加碼投資 OpenAI這家沒錢，沒獲利，技術落後的大語言模型公司2500億美元加速其永動機引擎轉動，我們看到了融資擔保與投資/借貸的不同 ## [Impacts to ASML and TSMC if China made DUV machine is ready to ship？](https://andrewhclu.substack.com/p/impacts-to-asml-and-tsmc-if-china) _2026-07-27 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 我們該擔心中國大陸國產浸潤式 DUV 上市對ASML，晶圓代工，存儲記憶體產業的影響嗎？ ## [Find it on Amazon (Sponsored)](https://crawlproof.com/a/bCU31ZKziFqm) _2026-07-27 · **Sponsored**_ Open the Amazon product listing to see details and availability ## [Party over for AI players or just a short term valuation reset even after AMD raised its AI TAM again?](https://andrewhclu.substack.com/p/game-over-for-ai-players-or-just) _2026-07-26 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 儘管 AMD 持續上修其全球2030年伺服器 CPU 及 AI 加速器市場預期，但整個AI產業鏈及費半指數在7月份持續下修，到底股價是提前反應AI基建投資舞會將結束，還是短期估值修正？我們建議觀察4個指標數據。 ## [Winners and Losers](https://nixons.substack.com/p/winners-and-losers) _2026-07-26 · Simon Nixon · Wealth of Nations_ Why Trump may not Chicken Out this time; what US bullying costs its allies; why hyperscaler stocks are sinking; why Badenoch's red lines are courting chaos; and the economics of Europe's wildfires ## [Intel was benefited from Agentic AI CPU:GPU ratio shift and foundry on EMIB](https://andrewhclu.substack.com/p/intel-was-benefited-from-agentic) _2026-07-23 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 看起來之前多次討論的AI代理人需求爆發將改變AI伺服器 CPU:GPU 配比及EMIB代工業務，開始推波助瀾半導體老店 Intel 的營收及獲利上修 ## [Not yet an inflection point to see Google's capital density to reverse down?](https://andrewhclu.substack.com/p/not-yet-an-inflection-point-to-see) _2026-07-22 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 雖然谷歌數據中心營收及獲利皆大幅超越市場預期，但資本開支增速還是明顯超過整體營收及數據中心雲服務營收增速，短期雖利空出盡但未來震盪難免 ## [Time to compare AMD Helios vs. Nvidia Vera Rubin NVL72 rack](https://andrewhclu.substack.com/p/time-to-compare-amd-helios-vs-nvidia) _2026-07-21 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 繼AMD用近零成本認股權證跟OpenAI及Meta各簽下6GW AI GPU/CPU 算力訂單，今天Microsoft 宣布將採購 AMD 的 Helios 機櫃平台 GPU/CPU，2H26將面市的 Helios 到底有何魅力？ ## [Burying Thatcherism](https://nixons.substack.com/p/burying-thatcherism) _2026-07-19 · Simon Nixon · Wealth of Nations_ Is Burnham taking Britain back to the 1970s; when will the economic pain arrive; why is the City demanding state protection; and why is London such an expensive date? ## [9th & Congress: The Sons of Liberty to DEI – Universities and Our Freedom](https://sherrysylvester.substack.com/p/9th-and-congress-the-sons-of-liberty) _2026-07-17 · Sherry Sylvester · Sherry Sylvester on Substack_ On July 4, I stood at the site of the Boston Massacre, in front of the Old Massachusetts State House, and heard the Declaration of Independence read from the same balcony where it was first read 250 years ago. ## [Why semi equipment vendors might outperform after TSMC and memory makers to raise capex](https://andrewhclu.substack.com/p/tsmc-raising-capex-to-benefit-asml) _2026-07-16 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 台積電加碼 2026 資本開支10-20% 對產業鏈的影響 ## [What 2Q26 sales winners and losers?](https://andrewhclu.substack.com/p/what-2q26-sales-winners-and-losers) _2026-07-13 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 從 2Q26 營收找趨勢，誰超過/低於預期，誰事前反應，哪些次產業在加速/減速，哪些公司最有機會看到營業利潤率創高？ ## [This Septic Isle](https://nixons.substack.com/p/this-septic-isle) _2026-07-12 · Simon Nixon · Wealth of Nations_ Who's afraid of Marine Le Pen, how corrupt is Farage's Britain, why investors should keep an eye on Japan, and could cheap batteries bankrupt the grid ## [Home Internet From Space (Sponsored)](https://crawlproof.com/a/ijE6nLG1XYT0) _2026-07-12 · **Sponsored**_ Residential satellite internet that brings connectivity to homes beyond conventional networks ## [Kingly Powers](https://nixons.substack.com/p/kingly-powers) _2026-07-05 · Simon Nixon · Wealth of Nations_ How Trump's anniversary gift could sow chaos, why cracks are appearing in the AI Jenga tower, the trouble with Andy Burnham, and has Germany finally stopped moaning? ## [The Sherry Sylvester Show | Race Card Play Falls Flat in College Football with Dr. Richard Johnson](https://sherrysylvester.substack.com/p/the-sherry-sylvester-show-race-card) _2026-07-02 · Sherry Sylvester · Sherry Sylvester on Substack_ On the latest Sherry Sylvester Show, I discuss how the progressives try to play the race card in college football recruitment with Dr. ## [What indicators to monitor if the semi sector can continue its outperformance?](https://andrewhclu.substack.com/p/what-indicators-to-monitor-if-the) _2026-06-30 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 我們判斷數據中心半導體產業是否會持續表現優於其他產業的幾個指標為何？ ## [What differences from CoWoS‘ TSV to CoPoS’ TGV?](https://andrewhclu.substack.com/p/what-differences-from-cowos-tsv-to) _2026-06-29 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 從 CoWoS' TSV vs. CoPoS' TGV 的技術規格/穿孔設備/電氣性能差異找機會 ## [Shapeshifters](https://nixons.substack.com/p/shapeshifters) _2026-06-28 · Simon Nixon · Wealth of Nations_ Andy Burnham's Europe problem, what EU solidarity costs Ireland, Greek lessons for all, why Albanians are revolting, and why Europeans don't have air conditioning ## [Late comer Qualcomm talked big at Investor Day to reshape HBM and CoWoS industries](https://andrewhclu.substack.com/p/late-comer-qualcomm-talked-big-at) _2026-06-27 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 高通在其 Investor Day 2026 高調宣布在FY 2029 要拿下150億美元數據中心半導體市場，我們覺得這預測還算合理，但最有趣是把 HBM及CoWoS 用 LPDDR及chiplet 取代 ## [Big Loser: Socialism in New York and Texas](https://sherrysylvester.substack.com/p/big-loser-socialism-in-new-york-and) _2026-06-26 · Sherry Sylvester · Sherry Sylvester on Substack_ Even though I’ve taken off from my Winners & Losers newsletter this summer, I still join the Cardle & Woolley Show on Talk 1370 Radio in Austin Friday mornings at 8:30 a.m. ## [Will the short term headwinds be structurally negative on Google long term prospects?](https://andrewhclu.substack.com/p/will-the-short-term-headwinds-be) _2026-06-26 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_ 關鍵AI主管離職，存儲記憶體大漲這些逆風對谷歌長期趨勢有何實質影響？ ## [Stop giving me updates on the reflecting pool](https://www.adorableandharmless.com/p/stop-giving-me-updates-on-the-reflecting) _2026-06-23 · Kitten · Adorable and Harmless_ If you have strong feelings about the pool I feel genuinely sorry for you ## [Regime Changed](https://nixons.substack.com/p/regime-changed) _2026-06-21 · Simon Nixon · Wealth of Nations_ Thoughts on how Brexit made and unmade Starmer, the price of Trump's Middle East surrender, Iran's not-so-revolutionary new leadership, and why the EU chickened out of a trade war ## [Ultimate Fighting Chances](https://nixons.substack.com/p/ultimate-fighting-chances) _2026-06-14 · Simon Nixon · Wealth of Nations_ Europe's defence incapability gap, why Britain's Brexit reset has reached its limits, will Europe get steamrollered by China shock 2.0, who's afraid of Jordan Bardella, and the first AI World Cup ## [9th & Congress: Why Can’t We Get Rid of Drag Queen Story Hour?](https://sherrysylvester.substack.com/p/9th-and-congress-why-cant-we-get) _2026-06-12 · Sherry Sylvester · Sherry Sylvester on Substack_ Why Can’t We Get Rid of Drag Queen Story Hour? ## [The appearance of impropriety](https://www.adorableandharmless.com/p/the-appearance-of-impropriety) _2026-06-09 · Kitten · Adorable and Harmless_ Make it look convincing, people are watching ## [Winners & Losers Joined by Sen. Paul Bettencourt](https://sherrysylvester.substack.com/p/winners-and-losers-joined-by-sen) _2026-06-05 · Sherry Sylvester · Sherry Sylvester on Substack_ This week’s Winners & Losers was produced LIVE at TPPF earlier today with our special guest, Texas State Sen. ## [Keep messing with the clocks](https://www.adorableandharmless.com/p/keep-messing-with-the-clocks) _2026-05-30 · Kitten · Adorable and Harmless_ Daylight savings time is a good-enough solution we'll miss when it's gone ## [The Left Should Celebrate Supreme Court Decision Ending Racial Gerrymandering](https://sherrysylvester.substack.com/p/the-left-should-celebrate-supreme) _2026-05-29 · Sherry Sylvester · Sherry Sylvester on Substack_ Democrats and the progressive left continue to lambast the Supreme Court’s 6-3 decision in Louisiana v. ## [Winners & Losers: Trump’s Endorsements, the Football Boycott & the Autopsy](https://sherrysylvester.substack.com/p/winners-and-losers-trumps-endorsements) _2026-05-25 · Sherry Sylvester · Sherry Sylvester on Substack_ Every Friday morning, I join the Cardle & Woolley Show on Talk1370 Radio in Austin to announce the week’s Winners & Losers. ## [Instinct and obedience to God](https://www.adorableandharmless.com/p/instinct-and-obedience-to-god) _2026-05-21 · Kitten · Adorable and Harmless_ On losing and finding faith ## [It won't work for you](https://www.adorableandharmless.com/p/it-wont-work-for-you) _2026-03-27 · Kitten · Adorable and Harmless_ Polyamory is a destructive lifestyle we shouldn't condone ## [Americans can have a little fascism, as a treat](https://www.adorableandharmless.com/p/americans-can-have-a-little-fascism) _2026-03-15 · Kitten · Adorable and Harmless_ A modest proposal