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The Forward-Deployed Trader Goes Live
A dispatch from Gate 3 — and a few final words before I go dark.
May 31
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From the Desk of LRMI
From the Desk of LRMI: Bernstein, TD Cowen, and Jefferies Conference Intelligence
May 27
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HBM Yield Forensic Analysis
Using Artificial Intelligence, we uncovered the estimated yields for HBM
May 25
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Forward-Deployed Intel: The Memory Debrief
What the Memory supply chain is actually saying right now
May 23
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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
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Cerebras Is Long Memory
Wall Street will read Cerebras as a memory disruptor. They're reading it backwards.
May 15
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We Don't Own Enough Memory
The Memory Permanence
May 7
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The Doomers Got It Wrong: AI Is Building a Bigger Pie, Not Stealing Your Slice
AI won't take your job. Learn how to use AI, or be left behind.
May 5
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The Korea Discount Is Closing. Here's My Basket.
Why I'm buying 15 Korean equities with personal capital, and what changed in 2026 that makes this trade structurally different from every prior "Korea…
May 2
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April 2026
Regime Fracture
Here are my favorite charts from my Bloomberg Terminal today
Apr 29
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The Wage Trade: Why the 2026 Midterms Are More Mispriced Than You Think
Apollo just published two charts that the prediction markets haven't priced. Here's where the alpha is.
Apr 27
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Intel Q1 2026 Earnings
Analyzing Intel's Q1 '26 Earnings
Apr 26
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