SK Hynix has rebounded from near-acquisition by Micron, now tripling revenue and achieving 80% gross margins, indicating a strong turnaround and investment opportunity.

Micron increasing US investment commitment from $200B to $250B reflects insatiable AI-driven memory demand. However, industry's historical inability to balance supply/demand cycle…

AI infrastructure investment cycle has durability through 2026-2028 as companies invest rationally with ROI-positive returns. Earnings growth dominates stock price sustainability.…

Katrina Dudley of Franklin Templeton sees strong return on investment supporting Micron's increased U.S. capex, leading to a bullish outlook while monitoring supply-chain ineffici…

Founders Fund portfolio companies are capturing space supply chain value: satellite components for major US companies, GPS chips, automated factory facilities building SpaceX rock…

Delian Asparouhov argues that SpaceX's lead in reusable rockets provides a structural tailwind for space-based manufacturing, lowering costs and reinforcing its market dominance.

Meta's open-source Llama 3.1 strategy aims to commoditize AI model pricing by undercutting competitors' margins, making tokens affordable to drive adoption. Models now benchmark h…

Starbucks using AI to 'vibe code' custom inventory, sales, and customer service applications demonstrates how AI-native tools erode legacy software pricing power. Companies creati…

SpaceX's Starlink has effectively taken over the entire satellite telecom industry with customers across in-flight, residential, and data center segments. Winning leases with Anth…

SK Hynix ADR listing timing is perfect as longer context windows for frontier AI models drive sustained HBM demand. No new memory supply entrants expected soon due to sovereign-ba…