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Jesper Bæk
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Jesper Bæk
Home
Me
Journal
Deep Dives
Market
Guides
Home
Me
Journal
Deep Dives
Market
Guides
Apr 2024 - A swift recap on Unity & Tesla
Journal Jesper Bæk 5/3/24 Journal Jesper Bæk 5/3/24

Apr 2024 - A swift recap on Unity & Tesla

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Mar 2023 - One portfolio to rule them all
Journal Jesper Bæk 4/1/23 Journal Jesper Bæk 4/1/23

Mar 2023 - One portfolio to rule them all

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A situation overview of the semiconductor industry, the shortage and more...
Market Jesper Bæk 4/27/21 Market Jesper Bæk 4/27/21

A situation overview of the semiconductor industry, the shortage and more...

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...

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