The Markets Desk — Week 31 · Tue 28 Jul 2026
Markets
Market Calls
EVERY THESIS TIMESTAMPED · SCORED WHEN RESOLVED · NO DELETIONSDirectional calls with conviction, timeframe, and a public grade. Analytics live on the Track Record — this page is the ledger itself.
14 total14 active0 validated0 invalidated
April 2026
BullishParameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.HighActiveBullishInference Costs Will Fall 90% by 2028 — The Memory Stack Is the MechanismHighActiveBullishBTC Miners Pivoting to AI Infrastructure: The Power ArbitrageMedActiveWatchingTransformer Successors: State-Space Models and Linear Attention Are Worth WatchingLowActiveBullishLumentum: The Optics Play That Bridges Power and Memory$LITEHighActiveBullishHBM Suppliers Are the Picks-and-Shovels of AI: SK Hynix Leads$000660.KSMedActiveBullishKV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at ScaleHighActive
The full reasoning behind every call — conviction, catalysts, price targets — is available to Pro members →
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 · Backtest.