Apr 13 - 19, 2026

What was thought, what was decided, what printed against it, and what was published — for this week only.

No journal entries this week.

Calls opened, convictions moved, claims graded
Day	Move	What	Ticker
13 Apr	Call opened	KV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at ScaleBULLISH · MEDIUM conviction	—
13 Apr	Call opened	Lumentum: The Optics Play That Bridges Power and MemoryBULLISH · MEDIUM conviction	LITE
13 Apr	Call opened	Transformer Successors: State-Space Models and Linear Attention Are Worth WatchingWATCHING · MEDIUM conviction	—
13 Apr	Call opened	Nuclear Is the Only Power Source That Scales for AI Data CentersBULLISH · MEDIUM conviction	—
13 Apr	Call opened	Energy Ownership Is the New AI MoatBULLISH · HIGH conviction	—
13 Apr	Call opened	BTC Miners Pivoting to AI Infrastructure: The Power ArbitrageBULLISH · HIGH conviction	—
13 Apr	Call opened	Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the MechanismBULLISH · MEDIUM conviction	—
13 Apr	Call opened	Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.BULLISH · HIGH conviction	—

Nothing printed on the covered names this week.

Friday closes for every ticker the desk held a live call on, week ending 2026-04-17
Ticker	Close	Currency	On the week
LITE	894.07	USD	-0.4%

Open the Open Book from this week to replay every call from this Friday forward.

Nothing published this week.