Archive - Jabran's Two Cents

Broadcom May Be Funding Its Own AI Chip Demand

As capital becomes the bottleneck, companies are making their moves to secure financing.

Oct 23 • Jabran Kundi

How Strong Are ZScaler’s Finances?

The company’s guidance came in above consensus on the earnings report.

Oct 22 • Jabran Kundi

August 2025

A 3-Year-Old Startup Allegedly Stole TSMC’s Designs. Here’s Why It Still Can’t Make the Chips

Just because TSMC's 2nm designs got stolen doesn't mean anyone can now start manufacturing at this node.

Aug 9, 2025 • Jabran Kundi

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Jabran’s Two Cents

August 2025