2026-05-03 • twitter
The dominant narrative remains structurally bullish on AI infrastructure, epitomized by Anthropic's staggering revenue trajectory—from $10B to $90B ARR in a single year—and sustained by relentless capex from hyperscalers.
2026-05-02 • twitter
The past 24 hours reinforce a market increasingly bifurcated between an unrelenting AI infrastructure buildout and the first subtle signals that Big Tech's capital allocation model may be approaching an inflection point.
2026-05-01 • twitter
The market rallied through a 3.5% PCE print, OPEC+ rupture, and yen intervention as Apple's China beat and the unshakeable AI capex narrative overpowered macro headwinds.
2026-04-30 • twitter
The "Super Wednesday" of Big Tech earnings has decisively shifted the AI narrative from speculative promise to industrial-scale execution, with $700 billion in combined capex signaling a "capacity-constrained" rather than "demand-constrained" environment.
2026-04-29 • twitter
The market is undergoing a structural re-rating of the AI value chain, shifting focus from raw GPU compute to HBM and high-capacity storage as the primary bottlenecks for token throughput.
2026-04-28 • twitter
The past 24 hours marked a critical divergence in the AI narrative, characterized by a "flight to quality" as Nvidia ($NVDA) broke into price discovery while broader semiconductor and software names faced a "day of reckoning" @TradeBrigadeCo.
2026-04-27 • twitter
The semiconductor narrative has shifted from a pure GPU-centric play to a broader "compute parity" thesis, with Intel’s Lip-Bu Tan signaling a structural move toward a 1:1 CPU-to-GPU ratio in AI clusters.
2026-04-26 • twitter
The market enters a critical 72-hour window defined by a fundamental tension between a structural "Memorypocalypse" and a high-stakes ROI verification for Big Tech’s AI capital expenditures.
2026-04-25 • twitter
The market is navigating a critical pivot from compute-centric AI narratives to a "bandwidth and memory" infrastructure reality, underscored by Google’s TPU v8 architecture and SK Hynix’s record-breaking 72% operating margins.
2026-04-23 • twitter
The market is currently executing a violent structural rotation, abandoning the software (SaaS) layer in favor of a "silicon-only" infrastructure play.
2026-04-19 • reading • healthcare How AI is changing healthcare.
2026-04-18 • youtube
A deep dive into upcoming AI models.