Human-written opinions, AI deep dives, single-ticker research, and factor notes — all the analysis output in one place.
Rubin NVL72 delivered 3.7x throughput and 30x throughput-per-megawatt vs GB300 — the ecosystem answered with a power alliance, embedded power silicon, and grid-following geography.
Three coalitions moving to fill the vacuum left by Intel's Ohio delay — and what it does to the memory-foundry-materials map
Equipment self-sufficiency at 35%, 100x memory endurance, DeepSeek's HBM claim — China's self-sufficiency curve bent all at once