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Commercial layer

ai · supply chainSupply Chain0 facts · 1mo ago
ai · market structureMarket Structure0 facts · 1mo ago
ai · capexCapex0 facts · 1mo ago

Thesis revisions

7.0
hardware · T1The AI compute shortage is substantially a memory-movement shortage1mo ago · Initial seed from Mutlu synthesis + verification pass.
8.0
hardware · T2Reliability scaling is forcing memory intelligence regardless of commercial PIM adoption1mo ago · Initial seed; RowHammer + RowPress evidence near-incontrovertible.

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14Total

14Active

0Validated

0Invalidated

Statusactive

DirectionBullishWatching

High Conviction

TSMC: own the bottleneck, not the brand

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

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

AI Infrastructure — Scaling Strategy

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

AI Infrastructure

View all 14 callsPRO

WEEK 24 · 2026

Jun 8 - 14

WEEK 24 · 2026

Jun 8 - 14

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