Strand · MKT
Markets & Power
8 essays, April 2026 to June 2026. They test Bottleneck Migration (4).
Every essay in this strand
- Right About AI, Wiped Out Anyway AI is real. The open question is whether the companies spending $725 billion on it live to collect.
- The Other Half of Compute Everyone is counting gigawatts and GPUs. The number that decides the return is what each one actually buys.
- Three Hidden Bottlenecks the AI Buildout Has Already Moved Past GPUs NVIDIA's GPU shipments are not the binding constraint anymore. The supply chain has voted on what comes next.
- NVDA Q1 FY2027: The Networking Number That Changes the Story NVIDIA Q1 FY2027 revenue hit $81.6B (+85% YoY) — but the real story is networking revenue surging 199% as the AI bottleneck migrates from GPUs to interconnects.
- The SpaceX IPO Is Not What You Think You're Buying The filing will not just price rockets. It will reveal which layer public investors actually own.
- PLTR: The AI Stock That Has To Prove It Owns The Permission Layer A bull/bear thesis for Palantir: not whether AI demand is real, but whether Palantir owns the permission layer between model capability and real-world action.
- Right Company, Wrong Vector A pick is a number. A position is a vector. The post-mortem language we have only knows how to blame the company.
- The Investor's Substrate Test Score the substrate beneath any single position in seven minutes. A 5-axis profile and a 0-10 score for any holding. Free.