[renewiltord]

Man, the crypto + AI booms have been really good for the semiconductor industry. Everyone there is doing gangbusters: NVDA, AMD, ASML, AMAT, TSMC. The margins for these "shovel makers" are quite incredible. Good stuff. The way that's worked out for all of us is just amazing. It reminds me of when I was a kid and I'd wait for the new Intel processor to come out, excited just to read about it and dream of it.

It's curious that Intel has come out of this hardware boom completely mid.