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Goldman's Meeting With Top Memory Supplier Points To Higher Prices As Crunch Worsens
Goldman's Meeting With Top Memory Supplier Points To Higher Prices As Crunch Worsens
The high-bandwidth memory (HBM) shortage is already pressuring the margins of consumer electronics companies, disrupting product launches, and pushing up the prices of TVs and computers. The latest development is Valve's handheld gaming PC, which is reportedly out of stock in select regions as the memory crunch now filters into retail availability.
We have been leaning on institutional channel checks across the semis and hardware coverage universe to gain an insider's perspective on what's happening across the...
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Feb 27, 2026 / Joshua Mawhorter
Massachusetts 1690: The First Western Fiat Experiment
When the Massachusetts colony issued its own unredeemable paper money in 1690, it was with the promise that it would soon be redeemable in specie. Like all paper money issued by government, it lost value and the confidence of the people.
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Mar 3, 2026 / Tyler Durden
US B-2 Bombers Belatedly Authorized To Use British Bases To Hit Deep Inside Iran
US B-2 Bombers Belatedly Authorized To Use British Bases To Hit Deep Inside Iran
In the modern era Britain has always been America's junior partner when it comes to launching Middle East wars, and so in the opening days of Trump's Operation Epic Fury targeting Iran, there was anger in Washington as the Starmer government appeared to waffle and was fence sitting.
However by Monday and Tuesday, the United Kingdom is as expected now aligning directly with Washington, having belatedly authorized the use of British military bases to support American operations targeting...
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Mar 9, 2026 / Philip Giraldi
Maybe Attacking Iran Was Not Such A Good Idea
The completely unprovoked attack on Iran initiated by the United States and Israel has, after a little more than a week of military action, opened a new depth of geopolitical insanity. As suspected, the attack was all about protecting Israel while also minimizing the damage to US military, intelligence and diplomatic facilities in the Persian […]
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