HeyJaredDr. Robert Castellano's Semiconductor Deep Dive Newsletter
With 40+ years analyzing semiconductors, I deliver data-driven insights linking chip industry fundamentals to stock performance—helping investors identify structural winners, assess risk, and understand how cycles, AI, and capex shape returns.
- Indexed issues, last 90 days
- 18
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- Sep 30, 2026
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- Aug 25, 2026
Latest issues
Bloom’s Power Orders Versus Vistra and NRG’s Cash Flow (opens the original)
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What’s in This ArticleThe Same Demand Trend, Different Investment OpportunitiesChart 1. YTD Share-Price PerformanceWhich Delays Help Bloom—and Which Delay Its EarningsTable 1. How Data Center Developments Affect the SuppliersWhat Bloom’s Announcements Actually EstablishEarnings Growth Changes the Stock ComparisonTable 2. Second-Quarter Adjusted EBITDA and Dollar GrowthVistra’s Cash-Flow Opportunity and NRG’s Earnings TestWhat Investors Should Watch NextInvestor TakeawayThe Same Demand Trend, Dif
Nvidia Could Use Less HBM Per GPU—and Buy More Overall (opens the original)
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What’s in This ArticleThe Difference Between Less Memory per GPU and Less Memory DemandTable 1. HBM Market Growth and Modeled Memory Cost per GPUThe 50% Shipment ThresholdTable 2. How an Eight-High Design Changes Nvidia’s HBM RequirementsInvestor TakeawayI have questioned several times in Substack and Gilder articles why Nvidia (NVDA) CEO Jensen Huang maintains a one-year cadence for major AI chip introductions when the supply chain is still working to ramp the preceding generation. Faster produ
Senator Kennedy Wants an AI Kill Switch. So Do I. We Mean Different Things. (opens the original)
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What’s in This ArticleWhat Senator Kennedy Wants to StopWhat I Proposed for Nvidia’s AI ChipsWhy the Difference MattersWhat a Hardware Control Would Actually RequireInvestor TakeawayI have two things in common with Sen. John Kennedy of Louisiana. We both studied at Oxford University: I earned a D.Phil. in chemistry, while he earned a Bachelor of Civil Law with first-class honors. Kennedy completed his Oxford degree in 1979, the year I began my studies there. We were, to borrow the spirit of his
Cathie Wood Buys Rocket Lab: A Deep Dive into Why (opens the original)
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What’s in This ArticleThe Trade Behind the HeadlineWhy Planet Labs Fits the Space Investment ThesisHow Planet Fits ARK’s Broader StrategyRocket Lab: The Stock ARK BoughtInvestor TakeawayIntroductionCathie Wood’s latest space purchase comes as investors return to two companies I have followed closely. Reports of ARK Invest’s September 22 trades show purchases totaling 359,612 shares of Rocket Lab (RKLB) across three funds, worth approximately $25.1 million at that day’s prices. On September 24, R
Nvidia’s Vera CPU Changes the Fight With Intel and AMD (opens the original)
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What’s in This ArticleIntroductionNvidia’s CPU Strategy Began With ArmEarly Customers Validate Nvidia’s System StrategyThe CPU Opportunity Is Much Larger Than the Traditional Server MarketTable 1: AI Data Center Systems Revenue by Component, 2026E–2030EWhy AI Still Needs CPUsTable 2: Server CPU Revenue by Supplier, 2026E–2030EAgentic AI Changes What the CPU Is Used ForTable 3: Server CPU Revenue by Workload, 2026E–2030ECPU Content Expands Within AI InfrastructureTable 4: Expansion of CPU Content
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