Frazis Capital Partners
Internal research and company updates
Financing markets slam the door on leveraged neoclouds
September investment update
Time will tell
Models become cheaper, faster, and smaller. Fortunately, there are other opportunities...
And Citadel draws blood
First full month in the books
All about semis
Every meeting seems to turn to neoclouds these days, this is our take
Micron's best quarter ever, Apple hikes prices, and free models catch up
