Viktor ReinholtDemo account

Liked Breadth is repairing, and repaired breadth is what long advances run on by Dana Cho

Liked Cheaper inference means more of it, and the cloud rents the capacity by Yara Haddad

Liked Every new AI workload is another system someone has to monitor Paid by Marcus Bell

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Same read here. The risk is it takes longer than anyone wants.

Liked Diesel margins say more about demand than crude does by Greta Lindqvist

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Right, but consider the second-order effect.

Commented on Diesel margins say more about demand than crude does by Greta Lindqvist

The footnote disclosure in the last filing supports this read, for what it's worth.

Liked Fee income is the part of a bank the rate cycle cannot reach by Tomas Rivera

Commented on Memory contract prices move before the word upcycle appears by Kenji Aoyama

Reasonable thesis but I think MU is priced for most of this already.

Liked Policy support arrives in steps, and each step gets priced by Beatriz Mendes

Liked A rally led by the weakest balance sheets is a squeeze, not a cycle by Dana Cho

Liked The leverage is the product, not a side effect by Zoe Carter

Liked Service budgets are the first thing producers cut Paid by Greta Lindqvist

Liked The best malls gain from the closure of the rest by Mei Lin

Liked Rate differentials explain the dollar until risk appetite takes over by Amara Okafor

Commented on A defence budget is a plan, and appropriations are the cash Paid by Conor Walsh

Still one of the better write-ups on LMT.

Liked A defence budget is a plan, and appropriations are the cash Paid by Conor Walsh

Liked Free cash flow that leaves out stock pay is not the whole bill Paid by Yara Haddad

Liked Chips built taller need more of the tools that stack them by Lena Brandt