The Next 4 AI Bottlenecks

Optics, memory, and transformers (not the one you are thinking)

Apr 10 • Market Sentiment

25

2

MS Portfolio Update | April 2026

Hedging the crisis

Apr 2 • Market Sentiment

30

March 2026

Buy the dip

Keep Accumulating

Mar 31 • Market Sentiment

85

8

6

Memory Bottleneck

We're still at the beginning

Mar 17 • Market Sentiment

53

13

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

MS Portfolio

March 2026 Update

Mar 2 • Market Sentiment

February 2026

Deep Dive: SK Hynix

Capitalizing on AI-manufactured scarcity

Feb 8 • Market Sentiment

32

2

8

January 2026

Advanced Packaging

Piecing Together the Future

Jan 30 • Market Sentiment

62

9

Investing in the age of Extremes

Capturing the structural alpha

Jan 22 • Market Sentiment

32

2

5

The House Always Wins

Investing in Exchanges

Jan 6 • Market Sentiment

46

1

4

December 2025

Best of Market Sentiment 2025

Gold, Energy Portfolio, Buying the Dip and more...

Dec 30, 2025 • Market Sentiment

24