The Markets Desk

Markets

WEEK 26 · 2026

Jun 22 - 28

All Markets Tech Energy Lifestyle Products Newest ↓

On The Radar

NVDANVIDIAhardwareAug 25$192.53-1.64%Bullish AVGOBroadcomhardwareSep 2$365.02-3.67%Watching MUMicronhardwareSep 21$1132.33-6.69%Bullish ABSIAbsciai-bioAug 10$10.89+6.66%Watching ALTAltimmunebiopharmaAug 10$2.82-1.74%Watching ASTSAST SpaceMobilespaceAug 10$71.45+8.88%Watching CDXSCodexisai-bioAug 11$2.39+6.22%Watching HYPRHyperfinebciAug 11$1.47-13.02%Watching

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Market Calls

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14Total

14Active

0Validated

0Invalidated

Statusactive

DirectionBullish · Watching

High Conviction

BullishHigh3Y

TSMC: own the bottleneck, not the brand

Semiconductors

Own the bottleneck, not the brand: the chokepoint every AI chip depends on, at a discount to all of them.

BullishHigh1Y

Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.

AI Infrastructure — Scaling Strategy

Parameter scaling hit diminishing returns — GPT-4 to GPT-5 gap smaller than GPT-3 to GPT-4

BullishHigh3Y

Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the Mechanism

AI Infrastructure

Four independent memory stack improvements compound: HBM4 (2x) × KV compression (4-6x) × optical (70% energy) × architecture (2-10x)

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Research Powering These Calls

Browse Knowledge Base →

⎘ Commercial Layer

datacenters · supply chain

Supply Chain

0 facts · 15d ago

datacenters · market structure

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Markets

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On The Radar

Market Calls

TSMC: own the bottleneck, not the brand

Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.

Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the Mechanism

Research Powering These Calls

Reports

Research Powering These Calls

Reports

Market Calls

TSMC: own the bottleneck, not the brand

Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.

Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the Mechanism

No stories published this week.

On The Radar