you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.

https://semianalysis.com/

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flyinglizard an hour ago | parent [-]

To me they come across as overzealous peddlers and hacks on some market pumping mission.

	▲	bwfan123 16 minutes ago \| parent [-]
		> overzealous peddlers and hacks They are the marketing wing of the AI ecosystem, and in bed with the SV AI-elite. Their recent article on how SpaceX would drive 500B in data-center revenue was ludicrous-mode. Lets revisit this in a few years.