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Kenji Aoyama

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 items

Commented 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.

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.