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Payments & Banking Infrastructure · Banks vertically rebundling payments to disintermediate Visa/Mastercard
now playing · Payments & Banking Infrastructure
Memory & Storagetailwindscore 8/10john coogan
HBM leader SK Hynix at 7x earnings: cyclical trap or structural AI demand?
SK Hynix dominates HBM supply for Nvidia GPUs and shows explosive AI-driven financials, but trades at a deep cyclical discount (7x forward PE) because investors pattern-match to past memory…
Payments & Banking Infrastructuretailwindscore 8/10jordi hays
Banks vertically rebundling payments to disintermediate Visa/Mastercard
Large US banks are exploring a consortium acquisition of Fiserve's debit networks (Star, Excel) to own end-to-end payment rails, capturing more economics and building toward AI-agent checko…
AI Geopolitics & Export Controlsheadwindscore 7/10john coogan
China mirroring US playbook with potential AI model export controls
Chinese authorities are holding preliminary meetings with top tech firms (Alibaba, ByteDance, Z.ai, DeepSeek) about restricting overseas access to advanced AI models, mirroring US restricti…
AI Infrastructuretailwindscore 7/10jordi hays
Consumer AI rollout (Meta Muse) to drive next leg of GPU demand
Meta's deployment of image/video generation models to its consumer apps represents a massive new inference workload that could significantly increase GPU demand, as companies push generativ…
AI Economics & Business Modelstailwindscore 6/10jeremy gon
Jeremy Gon: white-collar jobs are 'fake' — unlimited wants create infinite jobs
Investor Jeremy Gon argues most white-collar jobs are derivative constructs enabled by inflationary capital, not tied to survival needs; since human wants are unquenchable, the economy will…