My Thoughts on Current Events
1 Jul 2026 1 minute read 0 comments Perfectionist25
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
30 Jun 2026 3 minute read 0 comments Perfectionist25
A New Era in the Chip Wars: Sovereign Silicon and Intel's Unexpected Resurgence Twelve months ago, the tech world was watching the death throes of a giant that invented the modern microprocessor. Intel, whose stock price plummeted to $19 in December...
29 Jun 2026 2 minute read 0 comments Perfectionist25
The portfolio I've chosen is a highly professional selection that seamlessly manages the transition between "speed-to-power solutions," "infrastructure modernization," and "future baseload technologies," as mentioned in the analysis. The companies' s...
28 Jun 2026 2 minute read 0 comments Perfectionist25
The importance of companies, especially $IREN, that are former BTC miners shifting to AI/neocloud, stems precisely from the energy bottleneck I've described in the appendix: AI growth is no longer just about GPUs; it's about electricity, land, coolin...
27 Jun 2026 2 minute read 0 comments Perfectionist25
Artificial intelligence has been the hottest topic in the business world for the past two years. Companies are announcing billions of dollars in investments, employees are trying to learn the new tools, and managers are racing to keep up with this tr...
26 Jun 2026 3 minute read 1 comment Perfectionist25
Companies that have become powerful enough to change the world, to whom and how will they bear the responsibility for that power? The answer to this question will shape the future not only of the technology sector, but also of democracies, universiti...
25 Jun 2026 2 minute read 0 comments Perfectionist25
Summary: While the AI revolution promises a digital age, the real battle is being fought in the physical world: the power grids. For large tech companies, "owning energy" has become synonymous with "surviving the AI race." This analysis addresses...
24 Jun 2026 2 minute read 1 comment Perfectionist25
No lies! Last year I was also calling Intel "garbage." But my opinion changed very quickly. Why? Let me explain. In my opinion, Intel is no longer a garbage company. In the past (especially in early 2023 and 2025), it was in a very bad state, and cal...
23 Jun 2026 2 minute read 0 comments Perfectionist25
While the establishment of peace between the US and Iran and the reopening of the Strait of Hormuz will ease global energy and logistics pressures, the automotive ecosystem will not return to the "old normal." The crisis has caused permanent disrupti...
22 Jun 2026 1 minute read 0 comments Perfectionist25
Real interest rates are not a requirement. Taylor wrote his Rule in 1993. This means that before 1993, no one was saying that real interest rates were a requirement. For those ready for an epistemological break, Taylor's Rule is just one of many inte...
