Archive - Market Sentiment

A subscriber's guide to Market Sentiment

Jul 10 • Market Sentiment

MS Portfolio Update | July 2026

The CapEx is worth it?

Jul 3 • Market Sentiment

June 2026

To lever or not to lever?

Jun 28 • Market Sentiment

Notes on Memory

Still think its cyclical?

Jun 25 • Market Sentiment

How to trade the world's largest IPO?

Jun 12 • Market Sentiment

One Year of Rebound Capital

Take a simple idea and take it seriously

Jun 9 • Rebound Capital and Market Sentiment

MS Portfolio Update | June 2026

The good old days

Jun 3 • Market Sentiment

May 2026

Bonds might spoil the party

Priced for Perfection

May 26 • Market Sentiment

The Definitive Guide to Investing in Agentic AI

Building an Agentic Stack

May 16 • Market Sentiment

Notes on Compute

Agents need CPUs

May 7 • Market Sentiment

MS Portfolio Update | May 2026

CPUs are the new GPUs

May 4 • Market Sentiment

April 2026

Deep Dive: MKS Inc ($MKSI)

Picks and shovels of picks and shovels

Apr 16 • Market Sentiment

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