Archive

A high signal-to-noise daily research brief on AI, semiconductors, infrastructure and capital markets — what actually moves revenue, EPS, valuation and industry structure.

• 2026-09-19Neocloud Capital Day: Nscale Sprints Toward a $35B IPO; CoreWeave Locks In 2.875%
• 2026-09-18Memory Accelerates Across the Board; CoreWeave Proves Compute Pricing Power