By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?

November has come and gone - It is time for another update on my investment portfolio and the events that have taken place over the last month. For one, I have exited one position entirely...

Since my last writeup the world has entered into a semiconductor shortage, intel has put in place a new CEO, Nvidia is going all in on the data center business and much much more...