LR Market Intelligence

The GPU’s Second Life

CoreWeave’s renewal economics could change the return on AI capital—and the way investors value its installed fleet.

Oct 6 • quantLR

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September 2026

The New Shale

A 14-month B300 payback suggests compute is not merely “the new oil.” It may be the digital economy’s highest-velocity shale play.

Sep 14 • quantLR

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Who Owns the Efficiency?

OpenAI’s infrastructure breakthrough—and the investment question it leaves behind.

Sep 11 • quantLR

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August 2026

The Compute Paradox

Cheaper intelligence, exploding demand, and the hidden convexity inside CoreWeave

Aug 21 • quantLR

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Predators at the Bottom

Current state of Private Credit

Aug 16 • quantLR

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Return of the King

Back from the desk. Back to writing.

Aug 9 • quantLR

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May 2026

The Forward-Deployed Trader Goes Live

A dispatch from Gate 3 — and a few final words before I go dark.

May 31 • quantLR

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From the Desk of LRMI

LRMI Research Briefs: Bernstein, TD Cowen, and Jefferies Conference Intelligence

May 27 • quantLR

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HBM Yield Forensic Analysis

Using Artificial Intelligence, we uncovered the estimated yields for HBM

May 25 • quantLR

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Forward-Deployed Intel: The Memory Debrief

What the Memory supply chain is actually saying right now

May 23 • quantLR

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Nvidia is defying the Law of Large Numbers

A company defying financial physics, re-accelerating revenues, exploding EPS, and expanding free cash flow simultaneously at a scale the market has…

May 21 • quantLR

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Cerebras Is Long Memory

Wall Street will read Cerebras as a memory disruptor. They're reading it backwards.

May 15 • quantLR

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