Research

Research

The Earnings Print: Sunday Roundup

May 11, 2026

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5 min read

The Earnings Print: Sunday Roundup

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

Teng Yan

Research

Thesis: The memory trade is not done

May 3, 2026

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8 min read

Thesis: The memory trade is not done

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

Teng Yan

Research

The biggest AI infrastructure earnings week of 2026

Apr 28, 2026

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7 min read

The biggest AI infrastructure earnings week of 2026

Apr 28 to May 1, 2026 · Tessara earnings preview

Teng Yan