Notes on Compute

Agents need CPUs

May 7 • Market Sentiment

65

3

5

MS Portfolio Update | May 2026

CPUs are the new GPUs

May 4 • Market Sentiment

40

2

1

April 2026

Deep Dive: MKS Inc ($MKSI)

Picks and shovels of picks and shovels

Apr 16 • Market Sentiment

50

1

1

The Next 4 AI Bottlenecks

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

Apr 10 • Market Sentiment

34

4

MS Portfolio Update | April 2026

Hedging the crisis

Apr 2 • Market Sentiment

31

March 2026

Buy the dip

Keep Accumulating

Mar 31 • Market Sentiment

106

10

9

Memory Bottleneck

We're still at the beginning

Mar 17 • Market Sentiment

64

15

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

May 2026 Update

Mar 2 • Market Sentiment

February 2026

Deep Dive: SK Hynix

Capitalizing on AI-manufactured scarcity

Feb 8 • Market Sentiment

32

2

9

January 2026

Advanced Packaging

Piecing Together the Future

Jan 30 • Market Sentiment

64

11