Archive

The Chokepoint #2: Inside the Photonics Trade

Where the rent flows when light becomes the chokepoint

The Earnings Print: Sunday Roundup

Construction risk on a data center is becoming investment-grade on Day 1

The Chokepoint #1: Power moves fastest

The rent is migrating from the fab to the substation.

Thesis: The memory trade is not done

HBM Stays Scarce. The 2026-2027 memory supply is already spoken for

The biggest AI infrastructure earnings week of 2026

Apr 28 to May 1, 2026 · Tessara earnings preview

SK Hynix's exceptional Q1 2026 & what it means

AWS just became Anthropic's infrastructure floor

Google, Marvell, and the New Inference Stack