I left Part 1 talking about how the demands of high performance compute had outgrown the chip and were increasingly being handled at the level of the data center. There are two different but related planes of inter-connection inside a datacenter: within a single server (scale-up) and across servers (scale-out). In a scale-up configuration a […]
Category Archives: SAMPLE POSTS
scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
December 10, 2025
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
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Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 2
December 8, 2025
I left Part 1 with the observation that, starting in earnest around a decade ago, [...]
Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 1
December 1, 2025
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, [...]
Continue reading →[TREX] Trex
[scuttlebits] Trex is getting cheap
November 21, 2025
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
November 13, 2025
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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