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
April 2026
| Cover | Stance | Call | Ticker | Conviction | Opened |
|---|---|---|---|---|---|
 | LONG | Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.Active | — | High | 13 Apr |
 | LONG | Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the MechanismActive | — | Med | 13 Apr |
 | LONG | BTC Miners Pivoting to AI Infrastructure: The Power ArbitrageActive | — | High | 13 Apr |
 | WATCH | Transformer Successors: State-Space Models and Linear Attention Are Worth WatchingActive | — | Med | 13 Apr |
 | LONG | Lumentum: The Optics Play That Bridges Power and MemoryActive | LITE | Med | 13 Apr |
 | LONG | KV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at ScaleActive | — | Med | 13 Apr |
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.