Michael Parekh

Ex-Goldman Sachs partner. Internet analyst since 1994. I've covered every tech wave. This AI one is different. Daily takes → AI: Reset to Zero ↓

[Michael Parekh @MParekh]

AI is the most daunting, yet promising tech wave I’ve analyzed since 1982. More about me here: https://t.co/6IamsOH6m2
It’ll all take longer than we’d like. And it’ll be over-hyped in the near term.
But it’ll still surprise on the upside.
Let’s discuss it all here.
h/t @Stocktwits

[Michael Parekh @MParekh]

‘Upside Down’ in AI. Nvidia’s ‘Mega-Blip’, Washington & China. ARD #205
…Nvidia’s board moves to oust Jensen Huang, Washington turns, China rushes for chips. Plus United vs AI Agents. $NVDA
Full writeup and source links: https://t.co/3cox65Gpfd

[Michael Parekh @MParekh]

'Upside Down' in AI. Nvidia's 'Mega-Blip', Washington & China. ARD post 205
AI Ramblings Daily podcast #205 on AI-RTZ $NVDA
YouTube link with source notes: https://t.co/DhLsiWs79S

[Michael Parekh @MParekh]

AI: Anthropic & OpenAI Use AI to Design AI Chips. AI-RTZ #1268
…frontier AI labs design chips with their own models, as chipmakers build models. RSI meets silicon. https://t.co/ONi9p7PXv3

[Michael Parekh @MParekh]

‘Cleared for Takeoff’ in AI. Anthropic, OpenAI & Nvidia. ARD #204
…Anthropic’s IPO is oversubscribed, OpenAI’s revenue jumps, and Nvidia stalls. Plus Claude’s office tools.
Full writeup and source links: https://t.co/EwiKgTOk8J

[Michael Parekh @MParekh]

'Cleared for Takeoff' in AI. Anthropic, OpenAI & Nvidia. ARD post 204
AI Ramblings Daily podcast #204 on AI-RTZ $NVDA
YouTube link with show notes: https://t.co/jHyyysy8Xr

[Michael Parekh @MParekh]

AI: Anthropic Puts a Price on Its IPO, $1.4 Trillion. AI-RTZ #1267
…$70 to $78 a share, a $64 billion raise, $26 billion from the AI chip stack, 20% for retail. Pricing next Wed. Nov 18. https://t.co/3AlxEBHYsG

[Michael Parekh @MParekh]

‘Too Big to Govern’ in AI. Nvidia, Jensen Huang & China. ARD #203
…Nvidia’s board, Washington and Beijing, and investors all have few good options. Plus holiday AI gadgets. $NVDA Full writeup and source links: https://t.co/7icfSdMRwO

[Michael Parekh @MParekh]

'Too Big to Govern' in AI. Nvidia, Jensen Huang & China. ARD post 203
AI Ramblings Daily podcast #203 on AI-RTZ $NVDA
YouTube link with show notes: https://t.co/LGu3aIxrFb

[Michael Parekh @MParekh]

AI: Google Specializes Its TPUs as Nvidia Wobbles. AI-RTZ #1266
…two new TPUs, for secure AI and long-context AI Agents, make four in a year, aimed at Nvidia. $GOOG $NVDA https://t.co/c1dk15cHQO

[Michael Parekh @MParekh]

‘Tried and True’ in AI. Nvidia, Anthropic & OpenAI. ARD #202
…Nvidia’s spy twist, Anthropic presses on with its IPO, OpenAI banks 11 billion, AI vs encryption. $NVDA
Full writeup and source links: https://t.co/N6ux7hh0ro

[Michael Parekh @MParekh]

'Tried and True' in AI. Nvidia, Anthropic & OpenAI. ARD post 202
AI Ramblings Daily podcast #202 on AI -RTZ $NVDA
YouTube link with show notes: https://t.co/NMFHrduAiN

[Michael Parekh @MParekh]

AI: The Blue Wave & AI Data Centers, a Glass Half Full. AI-RTZ #1265
…a week of election shock and a market rout later, the data center buildout bends but doesn’t break. https://t.co/lhEr41ETrY

[Michael Parekh @MParekh]

AI: TSMC, the ‘Fed of AI’, Eyes Memory. AI-RTZ #1264
Nvidia asks its oldest partner to take on SK Hynix, Samsung, Micron, and China’s CXMT and YMTC. https://t.co/cEQNZjQHaj

[Michael Parekh @MParekh]

AI: Midterms’ AI Shift, Anthropic’s IPO Haggle, Apple’s Record Quarter & More. AI-RTZ #1263
…the midterms reset AI data centers, Wall Street pushes back on Anthropic’s $1.5 trillion, OpenAI adjusts, and Elon goes wireless. Busy week ending Friday November 6, 2026 https://t.co/oiiZwEegMl

[Michael Parekh @MParekh]

‘In for a Bumpy Ride’ in AI. Markets, Anthropic & Big Tech. ARD #201
…a record tech rout hits Asia, Anthropic’s IPO gets haggled, data centers detour, and Amazon’s Bee. $GOOG $AMZN Full writeup and source links: https://t.co/DCe6KmJaB8

[Michael Parekh @MParekh]

'In for a Bumpy Ride' in AI. Markets, Anthropic & Big Tech. ARD post 201
AI Ramblings Daily podcast #201 on AI-RTZ $META $GOOG $AMZN
YouTube link with show notes: https://t.co/LAMGFtldBR

[Michael Parekh @MParekh]

AI: Elon’s ‘Can You Hear Me Now?’ Wireless Gambit. AI-RTZ #1262
…SpaceX taps Qualcomm for a 5G network, eyes Boost, and takes on AT&T, Verizon & T-Mobile, in a new Washington. $SPCX $TSLA https://t.co/cfZw5L2xxu

[Michael Parekh @MParekh]

‘The Baby and the Bathwater’ in AI. OpenAI, Big Tech & Meta. ARD #200
…OpenAI’s community compact, Mr. Market sorts AI, immigration’s hidden upside, and Meta buys Conductor. $META Full writeup and source links: https://t.co/LFy0875x8F

[Michael Parekh @MParekh]

'The Baby and the Bathwater' in AI. OpenAI, Big Tech & Meta. ARD post 200
AI Ramblings Daily podcast #200 on AI-RTZ $META
YouTube link with show notes: https://t.co/nAUp5QsMVt

[Michael Parekh @MParekh]

@BTC_Perksia they're still counting, but it seems to be a broader and deeper flip than at first glance.

[Michael Parekh @MParekh]

AI: The Midterms’ ‘AI Earthquake’ & the Voter Veto (Part 2). AI-RTZ #1261
…Texas flips, local bans win, AI money misses, Elon’s Texas bets wobble, and politics becomes AI’s binding constraint. https://t.co/r8cLJXql1V