Hey everyone! Sam here (AKA @SamSolid57 on X)
I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.
Let’s get into it
The ASIC Market Heats Up After Nvidia-Groq
The AI hardware conversation is shifting again after NVIDIA partnered with Groq on what’s being described as a $20B opportunity tied to inference-focused compute. This underscores a growing reality in the AI stack: ASICs are no longer niche, they’re becoming essential for cost-efficient, low-latency inference workloads.
GPUs still dominate training, but hyperscalers and enterprise customers are increasingly turning to purpose-built silicon to control power, depreciation, and unit economics. The takeaway isn’t bearish for Nvidia, but it does confirm that AI spend is diversifying across multiple chip architectures rather than consolidating into a single winner.
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Setting Up for 2026
As the year winds down, the focus naturally shifts from short-term seasonality to longer-term positioning. Themes around AI infrastructure, power, software durability, and macro normalization are starting to crystallize for 2026.
I’ll be breaking down my top picks and core themes for 2026 on The Solid Report, where we’ll separate noise from opportunity and map out what really matters going forward. Tune in for the full setup.
Final Week of the Year, Liquidity Thins
This is the last full trading week of the year, with no half-day sessions. Markets are closed only on New Year’s Day, leaving a handful of sessions where liquidity is thin and moves can be exaggerated.
In this environment, price action often reflects positioning adjustments rather than fresh conviction. Traders tend to manage exposure rather than initiate it, making breakouts and breakdowns less reliable until volume returns in January.
Thanks for reading! Catch you in the next one!
For more updates throughout the week, follow @WOLF_Financial and @SamSolid57 on X.
