Advanced AI & Markets
AI Infrastructure Stocks: Chips, Data Centers, Power and Cooling
A source-checked framework for AI infrastructure stocks, with the evidence, calculations and failure modes an investor should examine.
AI research learning path
AI Infrastructure and Semiconductors
Trace AI demand through chips, memory, networking, data centers, power, cooling, accounting and financing with source-checked investment frameworks.
29 source-backed guides. Start with the broader frameworks, then follow the related research paths.
Advanced AI & Markets
AI Data Center Supply Chain Explained
Evaluate AI data center supply chain through primary evidence, a worked calculation and the assumptions that can break the thesis.
Advanced AI & Markets
AI Data Centers and Electricity Demand: What Investors Need to Track
An investor’s research guide to AI data center electricity demand: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
AI Data Center Water Use: Costs, Constraints and Investment Risk
A practical workflow for AI data center water use, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
AI Data Center Cooling: Liquid Cooling, Power Density and Economics
A source-checked framework for AI data center cooling, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
AI Memory Stocks Explained: HBM, DRAM and the Data Center Cycle
Evaluate AI memory stocks through primary evidence, a worked calculation and the assumptions that can break the thesis.
Advanced AI & Markets
GPUs vs TPUs vs AI ASICs: Economics and Investment Implications
An investor’s research guide to gpu vs tpu vs asic: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
AI Networking Explained: Ethernet, InfiniBand and Optical Interconnects
A practical workflow for AI networking, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
AI Infrastructure Value Chain: From Chips to Power
A source-checked framework for AI infrastructure value chain, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
Neoclouds Explained: The Business Model Behind AI Compute
A practical workflow for neoclouds, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
GPU Useful Life: Depreciation, Obsolescence and Earnings Risk
Evaluate gpu useful life through primary evidence, a worked calculation and the assumptions that can break the thesis.
Advanced AI & Markets
Advanced Packaging Explained: CoWoS, Chiplets and AI Demand
An investor’s research guide to advanced packaging AI: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
Semiconductor Foundries and the AI Cycle
A practical workflow for semiconductor foundry AI, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
EDA Software Explained: The Hidden Layer of AI Chip Design
A source-checked framework for eda software AI, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
AI Data Center Optical Fiber Stocks: The Value Chain and Key Risks
Evaluate AI data center optical fiber stocks through primary evidence, a worked calculation and the assumptions that can break the thesis.
Advanced AI & Markets
Data Center REITs and the AI Boom: Demand, Power and Valuation
An investor’s research guide to data center reits AI: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
Utilities and AI Data Centers: Load Growth, Rates and Grid Risk
A practical workflow for utilities AI data centers, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
Nuclear Power for AI Data Centers: Economics, Timelines and Constraints
A source-checked framework for nuclear power AI data centers, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
Natural Gas and AI Data Centers: Reliability, Emissions and Investment Risk
Evaluate natural gas AI data centers through primary evidence, a worked calculation and the assumptions that can break the thesis.
Advanced AI & Markets
Grid Bottlenecks and AI: Transformers, Queues and Transmission
An investor’s research guide to AI grid bottlenecks: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
Power Purchase Agreements for AI Data Centers Explained
A practical workflow for data center power purchase agreement, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
AI Data Center Financing: Project Finance, Private Credit and Debt Risk
A source-checked framework for AI data center financing, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
AI Compute Capacity: MW, GPU Clusters and Utilization Explained
An investor’s research guide to AI compute capacity: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
AI Data Center Pipeline: How to Avoid Double Counting
A practical workflow for AI data center pipeline, connecting dated sources and unit economics to valuation, portfolio and risk decisions.
Advanced AI & Markets
AI Data Center Emissions: Scope 2, Power Mix and Disclosure Gaps
A source-checked framework for AI data center emissions, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
Edge AI Explained: Devices, Chips and Investment Exposure
An investor’s research guide to edge AI: what to measure, how to verify it and where confident conclusions can fail.
Advanced AI & Markets
Circular Financing in AI: How Vendor Funding Can Distort Demand
Evaluate circular financing AI through primary evidence, a worked calculation and the assumptions that can break the thesis.
Advanced AI & Markets
AI Capital Intensity: CapEx, Depreciation and Free Cash Flow
A source-checked framework for AI capital intensity, with the evidence, calculations and failure modes an investor should examine.
Advanced AI & Markets
China's AI Chip Ecosystem: Foundries, Memory and Export Controls
A source-checked framework for china AI chips, with the evidence, calculations and failure modes an investor should examine.