NVDA
SubscribersNVDA: the bottleneck moved downstream
Subscribers get the full breakdown, the levels, and the position sizing.
NVDA25 Jul· 7 min
Kenji Aoyama Verified
6 notes · 56 subscribers · publishing since May 2026
Foundry capacity, memory pricing, and equipment demand. Timing the semi cycle without the hype.
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6MU
FreeThe memory cycle turned before anyone noticed
Contract pricing bottomed two quarters ago. Equities are still pricing the trough.
MU15 Jul· 6 min
ASML
FreeReading ASML through the equipment data
HBM demand is pulling the whole supply chain forward, and ASML sits in the path.
ASML17 May· 6 min
Why NVDA is early-cycle, not late
Subscribers get the full thesis, the levels, and my positioning on NVDA. Subscribe to read on.
NVDA13 May· 7 min
ASML: foundry capacity is the tell
Lead times and utilisation say we're earlier in the cycle than sentiment implies.
ASML1 May· 9 min
The AMD inventory turn I'm watching
Subscribers get the full thesis, the levels, and my positioning on AMD. Subscribe to read on.
AMD23 Apr· 8 min
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