Market calls / Timestamped · scored on resolution · never deleted
Directional calls with a date on them, graded when they resolve.
Conviction, timeframe and a public grade on every one.
- Calls
- 13
- Live
- 13
All time
| Cover | Stance | Ticker | Thesis | Conviction | Outcome |
|---|---|---|---|---|---|
 | LONG | — | KV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at ScaleKV caches are AI inference's biggest bottleneck. Software compression (6x cited) is shipping faster than HBM4 hardware — and will drive the cost collapse of 2026-2027. | Med · 1Y | Active · opened Apr 13 |
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How calls are graded
A call locks at publication — direction, conviction, timeframe and target are timestamped and can’t be edited. Resolution is mechanical: the stated direction against the realized move. Accuracy breakdowns, calibration and the resolved feed live on the track record. Method details: methodology · the open book.