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148 pages

Samsung Electronics

NVIDIA's Earnings Changed the Question: Watch Memory Bottlenecks and Supplier Financing, Not Just Peak AI Capex

Anatomy of the Rebound: Foreign Buying Came in Two Bursts, and the Same Two Stocks Changed Hands

AI's Bottleneck Really Is HBM, Not the GPU: But Bottlenecks Invite Workarounds

The Second Week of August in Review: AI Capital Moves to Wall Street, and Good News Starts Lasting Two Days

A Rebound Won't Come From a Single Trigger: A Verdict Calendar From Late August to Year-End

What Hyperscaler Earnings Proved, and What They Didn't: Three Explanations for the Memory Sell-Off

The U.S.-Japan Yen Intervention and FIMA: Did Lower Oil Unlock the August Macro Regime?

Memory No Longer Needs Prices to Rise Further: Anatomy of the August 3 Plunge and the Contract Price Deceleration

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

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