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00:43
Aug 07
Aug 07
CXMT 1ST
DISK 1ST
ASML
▾
HIGH
CXMT benefits from captive Chinese demand.
CXMT is a unique investment because it serves a captive Chinese market with strong domestic demand for DRAM and HBM, its capacity expansion is largely absorbed by HBM allocation and the domestic AI buildout, so the feared oversupply won't materialize; the market misunderstands pricing as CXMT is not the cheap alternative and can even sell at a premium due to severe supply constraints; the company has significant catch-up potential and geopolitical value, making the high valuation justified as a catch-up play.
CXMT LONG
Memory market undersupplied into 2030.
The memory market is structurally undersupplied into 2028‑2030, with all DRAM sold out in 2026‑2027, HBM facing severe complexity-driven constraints, and conventional DRAM pricing set to rise further; the recent memory stock selloff is driven by crowded positioning, margin calls, and profit‑taking, not by any material deterioration in fundamentals, creating a long‑term opportunity in memory stocks.
DISK LONG
ASML DUV demand from China memory strong.
ASML is the most critical DUV lithography supplier for Chinese DRAM and NAND players, ASML has revised up its China outlook and expects materially better demand than the market thinks, and lithography remains a persistent bottleneck that ensures strong and sustained equipment demand.
ASML LONG
HIGH
21:00
Jul 09
Jul 09
BE 1ST
ORCL
▾
HIGH
Bloom Energy benefits from BTM power.
Bloom Energy has a management team that is very AI-pilled and willing to take risk. Its economics enable faster capacity buildout than competitors, making it a prime beneficiary of the behind-the-meter data center power trend. Even though its fuel cells are not ideal for backup power, they are being chosen when grid alternatives are unavailable, and their costs are small relative to total project capex.
BE LONG
Oracle New Mexico faces major delays.
Oracle's Project Jupiter in New Mexico faces significant execution risk due to an unbuilt gas pipeline with no approved route, local opposition, and a regulatory process with no precedent for faster completion. Alternative CNG/LNG delivery is not viable at scale, making timely completion highly unlikely.
ORCL WATCH
HIGH
22:30
Jul 01
Jul 01
23:00
Jun 23
Jun 23
IPO 1ST
▾
MED
Unitree will dominate via cheap scale moat.
Unitree is building cheap, capable humanoid and quadruped robots, dominating the research/hobbyist market with 67% gross margins at $27k pre‑tax. They aggressively price, iterate rapidly, and leverage China's Shenzhen supply chain ecosystem (similar to DJI and BYD) to create a durable economies‑of‑scale moat. As robotics demand explodes, Unitree is positioned to lead the global humanoid market and deliver strong business performance.
IPO LONG
MED
22:00
Jun 15
Jun 15
21:00
Jun 04
Jun 04
23:00
Jun 01
Jun 01
AMZN 1ST
▾
HIGH
AWS token-as-a-service margins are superior.
AWS's operating margins are rising because of a growing mix of token-as-a-service (Bedrock) driven by Anthropic, which has much higher margins than GPU-as-a-service. Amazon's workload mix advantage allows it to expand margins even during massive capacity expansion, unlike competitors facing margin pressure from asset-heavy GPU service models.
AMZN LONG
HIGH
00:55
May 06
May 06
META 1ST
▾
MED
Meta's compute advantage will widen gap.
Meta will pull away from Chinese AI companies like DeepSeek and Kimi because they have a massive compute advantage, having signed huge deals and rebuilt their AI team, and the amount of compute is a key input to model quality. This gap will become evident in the second half of 2026 or first half of 2027.
META LONG
MED
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