Archive - Dr Z Today

March 2025

Friday Chatter (20250328)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 31 •

Friday Chatter (20250321)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 23 •

Friday Chatter (20250307)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 10 •

Friday Chatter (20250228)

Friday Chatter features anonymous conversations between two or three people discussing industry rumors and providing both forward- and backward-looking…

Mar 2 •

February 2025

December 2020

Baba is not the next Khodorkovsky

There are some speculations online, and certainly no less on Twitter that compares Xi v.s.

Dec 27, 2020 •

July 2020

Who Should Buy ARM?

There are rumors about NVIDIA in advanced talks of buying ARM.

Jul 31, 2020 •

March 2020

Investment Update - 03/09/2020

Investment Update is a series we are doing to give updates on our investment thesis as well as on our current and future positions.

Mar 9, 2020 •

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