Research

Human-written opinions, AI deep dives, single-ticker research, and factor notes — all the analysis output in one place.

All Opinion Deep Dive Research Factor Note

ResearchAug 22, 2026· NVDA
NVIDIA Moves Downstream to the Substation — The Three Days Compute Money Bought Land and Power, TVA Charged Back, and the Bottleneck Left Silicon Behind
The week a GPU company's capital first flowed into the land-and-power layer — Cloverleaf, TVA, PJM and Itochu all pointed the same way
ResearchAug 22, 2026· 6857
The Cash Came Home Before the Fab Did — 72 Hours When Advantest Closed a ¥150B Buyback and Three Houses Raised Targets Into a 2,134-Point Nikkei Rout
AMAT confirmed 2-year customer advance bookings and SEAJ July printed +35.4%. Yet Advantest chose to send free cash back to shareholders instead of into capacity.
ResearchAug 22, 2026· 036930
The Second Derivative — The Week HBM's Wafer Hunger Bounced DDR4 and Filled the Supplier Backlog
Behind Samsung's ₩110T dividend and SK Hynix's Japan headline, the real alpha printed in supplier backlogs
ResearchAug 21, 2026· NVDA
The Duration Print — The Three Days Before NVIDIA Earnings When DRAM Locked Through 2028, HRT Bought Multi-Year Vera Rubin, and Broadcom Reached for $100B
Research
ResearchAug 21, 2026· 285A
The Night SK Hynix Chose Narita Over Gimpo — 72 Hours When Five Outlets Rewrote Kioxia's Home Turf
On August 21 Reuters, Infoseek, Yahoo (twice) and Investing.com carried the same sentence — the first signal a Korean memory major would leave Korea.
ResearchAug 21, 2026· 005930
The Samsung Repricing — The Week ₩100T Dividend, ₩150T State Funding, and the Foundry Gap Fused Into One Thesis
In 72 hours Samsung got a ₩100T dividend review, a ₩150T state allocation, an analyst rerating, an early AI-chip revenue call, and a 'double-engine' earnings story. Samsung is no longer 'the other one to SK Hynix.'
ResearchAug 20, 2026· MU
The Fab Ledger Filled Up — The Three Days Intel Went to TSMC, Samsung Raised 15%, and Micron Bet $50B on the Squeeze
ResearchAug 20, 2026· 8035
The Order Book Ignored the Panic — 72 Hours When Japan's Equipment Ledger Locked 24 Months While the Nikkei Sold 2,134 Points
The tape sold rates and the Middle East; the ledger locked eight quarters. When the two disagree this hard, you buy the ledger.
ResearchAug 20, 2026· 005290
The Sovereign Cluster — The Week Yesan Broke Ground While Beijing Locked Three Elements
Beneath the HBM headline, a quieter rewiring in the materials layer

← Previous

Page 1 of 10· 100 total