Recent Digests

Market Brief(X) — April 26, 2026

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.

Market Brief(X) — April 25, 2026

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.

Market Brief(X) — April 23, 2026

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.