E-commerce operator and investor. Tracking the AI memory super-cycle and the companies powering it.
May 13, 2026
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3 min read
The most common pushback I get on my DRAM thesis is China. "Won't they just flood the market and kill pricing?" Here's why that argument doesn't survive contact with reality.
May 12, 2026
4 min read
A Korean policy adviser posted something on social media this morning. Foreign investors sold $3.8 billion of Korean stocks within minutes. Here's what actually happened, and why I didn't sell.
May 11, 2026
I'm long DRAM. I've already written three posts laying out why I think the AI memory supercycle is real and has years to run. Now I'm going to make the strongest case against my own position.
May 9, 2026
2 min read
Reuters reported something so absurd yesterday that I genuinely had to read it twice and assess if it is fake news.
May 8, 2026
Samsung's chip minions rejected a $340,000 bonus this week, because it was offered as a one-time payment, they know what's up and the supercycle is not ending anytime soon.
May 7, 2026
The bottleneck isn't compute. It's memory. And almost nobody is positioned for what comes next after agentic AI takes over industries.
