Introducing Guest Analyst Shilpa Reddy

The growth in AI has been explosive. In the last year or so, Beyond The Hype has moved the lion share of the analysis/discussion on the Substack to AI with passing coverage of solar and EVs. As of the current time, BTH monitors most of the high value elements of AI supply chain including the following ticker names:

Semiconductors/Equipment: Alchip, Astera Labs (ALAB), Advanced Micro Devices (AMD), ASML Holding (ASML), Broadcom (AVGO), Cadence (CDNS), MediaTek, Marvell (MRVL), Micron (MU), Nvidia (NVDA), Synopsys (SNPS), TSMC (TSM)

Networking/Systems: Arista (ANET), Dell (DELL), Cisco (CSCO), Gigabyte, Hewlett Packard (HPE), Super Micro (SMCI)

Infrastructure: Alphabet (GOOG), Amazon (AMZN), CRWV (CoreWeave), Meta (META), Microsoft (MSFT), Oracle (ORCL)

Of course, some names get much higher coverage than others keeping in mind BTH domain knowledge and long-term alpha.

Lately, it has become difficult to keep up with news flow in AI due to the mercurial nature of the current administration. There is much to analyze and not enough time to do so. Fortunately, there is some relief on the way. Starting this week, Beyond The Hype will have a guest analyst adding to the breadth of AI analysis. Shilpa Reddy comes with a venture capital background and will be mostly writing about AI Infrastructure.

Shilpa will share her thoughts about various AI company infrastructure developments including investor calls, earnings reports, and anything else that interests her. Most of the content will be available on Shilpa’s Substack and on Beyond The Hype Substack. Some of the content will be exclusive to BTH readers.

Please give her a follow at:

- Substack: https://substack.com/@shilpareddyy

- Twitter: https://x.com/shilpareddy__

We sincerely hope the readers will enjoy what Shilpa has to offer. You can read her first contribution here: Takeaways from J.P. Morgan Hardware & Semis Access Forum with Arista Networks