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.

Shawarma Capital publishes deep-dive equity research memos on small and mid-cap hardware, semiconductor, space-data and defense autonomy companies, with specific price data, filings analysis and dated tripwires. Readers get detailed, sourced analysis of individual tickers such as HAWK, PL and MRLN, plus shorter casual updates.