Formerly known as Wikibon

David Vellante

Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum

David Vellante March 23, 2024

Breaking Analysis: Navigating NVIDIA & the AI Trade – Sell, hold or double down?

David Vellante March 16, 2024

Breaking Analysis: Why CrowdStrike is separating from the cybersecurity pack

David Vellante March 9, 2024

Breaking Analysis: The unplanned genius of Broadcom’s route to AI dominance

David Vellante March 2, 2024

Breaking Analysis: Dissecting the AI boom through the dotcom lens

David Vellante February 24, 2024

Breaking Analysis: Cloud optimization wanes as AI slowly lifts off

David Vellante February 17, 2024

216 | Breaking Analysis | Intel Foundry is a bold bet filled with uncertainty

David Vellante February 10, 2024

Breaking Analysis: Intel Foundry is a bold bet filled with uncertainty

David Vellante February 10, 2024

Breaking Analysis: Slicing the Gordian Knot – A leap to real-time systems of truth

David Vellante February 3, 2024

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