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Rihard Jarc is a technology and investing enthusiast, writer, and CIO with experience as an equity analyst, portfolio manager, and CEO of software startups.

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The rise of AI may fundamentally change the cyclical nature of the memory semiconductor industry, making demand for memory more elastic and less prone to severe downturns.
The post explores how AI is reshaping Amazon's E-Commerce, AWS, and Advertising sectors, predicting significant changes in consumer behavior and revenue streams.
The rise of agentic AI is shifting the focus from GPUs to CPUs, creating a new demand landscape and potential bottleneck in the tech industry.
Increased CapEx by major tech firms on AI is a rational investment that will lead to significant revenue growth, contrary to market fears.
AI will bifurcate the SaaS industry, strengthening deterministic systems while jeopardizing probabilistic ones that can be easily replicated.
Claude Code is revolutionizing AI coding assistance with its unique architecture, achieving rapid growth and significant enterprise adoption, positioning it as a leader in the market.
Memory prices and demand are surging due to AI infrastructure needs, with long-term customer orders reflecting anticipated supply shortages.
UncoverAlpha forecasts significant trends and bottlenecks in the AI sector for 2026, focusing on HBM supply, advanced packaging challenges, and key players like Nvidia and Google.
Nvidia's $20 billion acquisition of Groq aims to leverage the advantages of Groq's Language Processing Unit for enhanced AI processing efficiency and to overcome existing industry bottlenecks.
Amazon's Trainium ASIC chip offers significant performance and cost advantages for AI workloads, positioning AWS competitively against NVIDIA in the semiconductor market.
The blog post provides an in-depth analysis of Google's Tensor Processing Units (TPUs), detailing their history, technical specifications, and competitive advantages over GPUs. It discusses the inception of TPUs due to the need fo...
The author expresses caution regarding the current state of the AI market, highlighting concerns about financing, capital requirements, and valuation levels of AI companies. They argue that while AI will transform society and the ...
The article analyzes the competitive landscape between Nvidia and AMD in the context of AI training and inference workloads. It highlights Nvidia's stronghold due to its CUDA software ecosystem and networking capabilities, which c...
Meta's recent earnings report highlights its strategic focus on AI, particularly through the establishment of its Superintelligence unit. The company has aggressively recruited top AI talent, offering substantial compensation pack...
The monthly alternative data insights report discusses the competitive landscape in AI infrastructure, focusing on Nvidia, AMD, and custom ASICs. Key insights include Nvidia's dominance in GPU technology, AMD's challenges with ROC...
The blog post discusses Taiwan Semiconductor Manufacturing Company (TSMC) as a leading foundry in the semiconductor industry, emphasizing its dominance in high-performance computing (HPC) and AI-driven markets. It outlines TSMC's ...
The blog post discusses the recent breakthrough of the Chinese R1 DeepSeek LLM model and its implications for the AI industry. It highlights the innovative training methods employed by DeepSeek, which allow for significant cost re...
The article explores the significance of small modular reactors (SMRs) in the context of the growing energy demands of AI data centers. It discusses the advantages of nuclear energy, particularly its reliability and potential for ...
The blog post summarizes the key highlights from the Q3 earnings calls of Google, Microsoft, and Meta, focusing on their performance and future strategies. Google reported strong revenue growth driven by AI Search, with significan...
The author discusses the rapid adoption and growing influence of OpenAI, particularly through its product ChatGPT, which has seen a significant increase in user engagement and market presence. The text highlights OpenAI's emerging...
The author discusses their increasing confidence in Google's future, particularly in light of the company's response to the innovator's dilemma and the evolving landscape of search and cloud services. Key points include Google's w...
The article analyzes Snap Inc., the parent company of Snapchat, focusing on its user base, revenue generation, and challenges in monetization. Despite a stable growth in daily active users (DAUs), Snap struggles with ad monetizati...
The article analyzes the potential implications of a breakup of Google due to increasing antitrust pressures, particularly from the U.S. Department of Justice. It discusses Google's business segments, including Search, YouTube, Go...
The article summarizes key insights from various alternative data providers and research reports on technology segments including AI, semiconductors, ad tech, and the cloud industry. It discusses the competitive landscape of large...