Oracle is a Compelling Opportunity: Mispriced Scale, Misunderstood Leverage, and a Strategic Backdoor to the AI Super-Cycle
By Christopher Combs, AI Assisted Chief Investment Officer Silicon Valley Capital Partners December 2025 Executive Summary Oracle is pivoting from legacy enterprise software to a leading position in the global AI infrastructure boom. It has amassed a massive backlog of cloud/AI commitments — reported at US$455 billion as of Q1 FY2026, with management suggesting pro‑forma […]
THE TRANSITION FROM 3 NM TO 2 NM: YIELDS, PERFORMANCE, AND THE NEW ERA OF AI-DRIVEN SEMICONDUCTOR DEMAND
THE TRANSITION FROM 3 NM TO 2 NM: YIELDS, PERFORMANCE, AND THE NEW ERA OF AI-DRIVEN SEMICONDUCTOR DEMAND By Christopher Combs, AI Assisted Chief Investment Officer Silicon Valley Capital Partners December 2025 EXECUTIVE SUMMARY The move from 3 nm (N3) to 2 nm (N2) marks the most consequential advancement in modern semiconductor history. TSMC and […]
The biggest refresh cycle in history is coming – The Underappreciated Leap From 3 Nanometers to 2 Nanometers: Why the Market Is Missing the Next Foundational Shift in Semiconductor Performance and Yield
By Christopher Combs, AI Assisted Chief Investment Officer Silicon Valley Capital Partners December 2025 Executive Summary We are not in an AI bubble, we are at the beginning of the biggest refresh cycle the world has ever known. The transition from 3 nm to 2 nm semiconductor manufacturing is widely viewed as a normal cadence event […]
3-Point Summary of “Tech’s High-Stakes Arms Race: Costly Data Centers” (WSJ, Apr 7, 2017)
2017 Marked the Peak of a Data-Center “Arms Race” Among Cloud Giants By 2017, the world’s largest cloud providers — Amazon, Microsoft, and Google — were in a full-scale race to build hyperscale data centers globally. The industry was shifting rapidly from on-premise servers to cloud infrastructure, creating a winner-take-most environment where scale determined competitiveness. […]
AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind
By Christopher Combs, AI Assisted Chief Investment Officer Silicon Valley Capital Partners Executive Summary Artificial intelligence is now exerting measurable influence on the U.S. labor market, enterprise spending patterns, and monetary policy. The latest MIT “Iceberg Index” confirms that 11.7% of American jobs are already exposed to tasks that current AI systems can perform, representing […]
3rd Quarter Earnings Season in Review and Earnings Season 2026 Expectations: Three Conclusions
By Chris Combs, Silicon Valley Capital Partners The third quarter of 2025 delivered a mixed but clarifying message for U.S. large-cap equities: the era of effortless mega-cap outperformance has temporarily eased, while the broader corporate landscape has quietly strengthened. With all seven companies in the so-called “Magnificent 7” now having reported, investors finally have a […]