Categories

81 pages

Market-Outlook

July Earnings Season Wrap: AI Demand Was Confirmed, and Memory Pricing Became an Industry-Wide Cost

Rebound or Terminal? Eight Doubts, Seven Discriminators, and a 48-Hour Verdict

Why Does NVIDIA Want to Be OpenAI's Guarantor? Anatomy of the $250 Billion Backstop

Can Microsoft Earnings Break the OpenAI-Centered AI CapEx Circularity?

Why U.S. Data Centers Are Slipping: ERCOT's Playbook and the Timeline for Big Tech and Semiconductors

Anatomy of Black Tuesday: Is China's DUV Mass-Production Report a Major Negative or Noise?

Cisco Did Not Die of Missing Demand: Rewriting the Dot-Com vs AI Comparison with the Monetization Gap Ratio

Dissecting $950 Billion: Three Things the San Francisco AI Declaration Changed, and One It Did Not

AI Fundamentals Are Solid, the Problem Is Rates, the Trigger Is Oil: The Transmission Path from Brent at $94 to Korean Memory

Alphabet's Q2: Cloud +82% Ends the Demand Debate, Negative FCF Starts the Cash Debate