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Deep Dive: MKS Inc ($MKSI)
Picks and shovels of picks and shovels
Apr 16
•
Market Sentiment
47
1
1
Most Popular
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Green paper is not evergreen. Gold is.
Feb 23, 2025
•
Market Sentiment
63
1
19
Tail Risk Hedging
Aug 6, 2025
•
Market Sentiment
63
4
6
Beyond the Copper Wall
Dec 8, 2025
•
Market Sentiment
75
9
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Discussions
Deep Dive: SK Hynix
Capitalizing on AI-manufactured scarcity
Feb 8
•
Market Sentiment
32
2
9
Memory Bottleneck
We're still at the beginning
Mar 17
•
Market Sentiment
53
13
The Next 4 AI Bottlenecks
Optics, memory, and transformers (not the one you are thinking)
Apr 10
•
Market Sentiment
30
3
MS Portfolio Update | April 2026
Hedging the crisis
Apr 2
•
Market Sentiment
30
Buy the dip
Keep Accumulating
Mar 31
•
Market Sentiment
104
10
9
Deep Dive: Texas Pacific Land Corp ($TPL)
Right place, right time
Mar 8
•
Market Sentiment
and
Rebound Capital
30
MS Portfolio Update | March 2026
Energy, Optics & Advanced Packaging
Mar 2
•
Market Sentiment
29
4
1
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Deep research into the bottlenecks of the AI world.
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