Kenji AoyamaDemo account
Foundry capacity, memory pricing, and equipment demand. Timing the semi cycle without the hype.
- Handle
- @chipcycle
- Subscribers
- 57
- Publishing since
- May 2026
Activity
16 itemsCommented on Staking yield only matters against the risk-free rate by Zoe Carter
That's the part I keep going back and forth on.
Commented on The ETF bid moved price discovery into market hours by Zoe Carter
That's the part I keep going back and forth on.
Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor
Then you're sized wrong, not wrong on direction.
Liked What a ten-year holder actually underwrites Paid by Elliot Vance
Commented on What a ten-year holder actually underwrites Paid by Elliot Vance
Good timing — was just reworking my COST sizing this morning.
Commented on Everyday essentials turn a store into a habit Paid by Aisha Rahman
Saved. The watch-list section alone is worth it.