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Insider
Aug 30, 2026
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5 min read
On October 5, the argument everyone's been having about AI infrastructure gets settled by a number anyone can look up.
Tips
Aug 27, 2026
4 min read
The balance went past everything I'd aimed at and my Tuesday stayed exactly the same shape. Here's the question that replaced it.
VIP
Aug 25, 2026
7 min read
DRAM, NAND, and HBM are not the same thing. Why HBM breaks the brutal memory cycle, the three companies that own it, and how it is taxing everything else.
Aug 23, 2026
12 min read
The two questions I ask before I believe any company's AI story
Aug 20, 2026
6 min read
I'd been tracking balances for years without once asking the question that mattered. Then the job ended and I had to.
Weekly
Aug 16, 2026
8 min read
One of them barely moves the number. The other adds about 60% to it, and it doesn't start until 2028.
Aug 11, 2026
The 25-year headline you saw was about buildings, not servers
Aug 9, 2026
SpaceX's first earnings call, plus what 6 weeks of AI infrastructure results just confirmed
Aug 6, 2026
Two investors at opposite ends of the market got taken out in July for identical reasons. The math takes 6 minutes to learn.
