Browse Write-ups

Thematic

Apr 22, 2026

Magnetic tape is overlooked in the AI infra value chain, and within storage itself, even though tape is where archival data sits.

Special Situation

Apr 12, 2026

SPAC merger priced below every public GPU cloud peer, with a team that's built and sold this infrastructure before.

Commodities

Jun 11, 2025

Solar demand, supply inelasticity, and China's export restrictions are tightening a market that's been in deficit for five years.