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Publications · Equities

by Marcus Chen

The semiconductor supply chain, decoded.

EquitiesSemisAI

9.7K

by Dana Lopez

Options flow, positioning and volatility — where convexity hides.

OptionsVolatilityEquities

10.6K

Positioning flipped below the big strike. Moves get amplified from here.

High-bandwidth memory is the real constraint on AI compute. Here's the supply map.