Category: BEP Research
AI infrastructure and semiconductor investment research by Ben Pouladian
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Ben Pouladian analyzes: In drug discovery, the moat is the measurement, not the model.
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Ben Pouladian analyzes: Tokens per second is this decade’s frames per second, and the metric is the moat.
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Ben Pouladian analyzes: Bloom (BE): what the record Q2 print settles, what the call added, and where my targets stand.
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Ben Pouladian analyzes: An NVIDIA bull inside Advancing AI: Helios looked credible, the valuation case did not.
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Ben Pouladian analyzes: NVIDIA named AMD’s flagship as the yardstick — and quantified the chiplet tax.
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Ben Pouladian analyzes: A ServiceNow check-in for July 22, and where Bloom stands after my call with Hunterbrook.
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Ben Pouladian analyzes: He said it Wednesday. Five launches in three days backed him up.
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Ben Pouladian analyzes: The real cost of HBM is levied on the system, not the stack.
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Ben Pouladian analyzes: Balkas endorsed the CFO’s ladder, attached the error bars, and disclosed a 300mm option nobody models.
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Ben Pouladian analyzes: The market repriced one company’s governance as a scandal and never touched the demand underneath it.