Manuel Walz, a German-language finance writer with a computer science background, publishes in-depth equity research on semiconductors, enterprise SaaS, AI chips and fintech. Issues in this English-language sample analyse Penguin Solutions' quarterly results, Qualcomm and Credo's positions in AWS infrastructure, and Duolingo's valuation under AI token costs.
Website: https://manuelwalz.substack.com
In-depth analysis of the semiconductor and AI infrastructure industries, covering chips, software stacks, datacenter buildout and equipment makers. Readers get original research, proprietary data and company-level conclusions on how hardware trends affect business.
Chips and Cheese publishes long, technically detailed analyses of CPU, server and laptop chip architecture, including interconnects, cache hierarchies and core microarchitecture. Readers get deep, measurement-backed explanations of how specific processors from Nvidia, Qualcomm and others are designed and how they compare.
In-depth analysis of the semiconductor and AI infrastructure industry, covering datacenter buildouts, Nvidia hardware roadmaps, and China's chip supply chain. Readers get proprietary-model-backed estimates and technical-to-business interpretation of compute competition.
Evidence-first analysis of AI semiconductors, covering memory (HBM, DRAM roadmaps), packaging, and inference hardware economics. Issues test vendor claims against sources and explain how bottlenecks shift at system scale.
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