#Big Tech

2 posts

Memory's Power Reversal: When the AI Cycle Flips Back

2026-06-26·

#Memory Chips #HBM #Pricing Power #SK Hynix #Micron #DRAM #AI Cycle #Big Tech #Chipflation #Investing

AI-grade HBM swallowed commodity DRAM and flipped pricing power for the first time in 30 years. The past, present, and future of the reversal, Big Tech's chipflation, and the 2028 to 2030 signals for when cost power flips back.

The AI Fear Trade and SaaSpocalypse: $1 Trillion Crash: Overblown Panic or Real Crisis?

2026-02-18·

#SaaSpocalypse #AI Fear Trade #Seat Compression #Nasdaq Crash #AI Bubble #Investment Strategy #Big Tech #SaaS #Claude Cowork

$1 trillion wiped from software stocks. Fact-checking the AI Fear Trade with seat compression data, dot-com comparisons, and HBR surveys, then analyzing rebound picks like TSMC, Alphabet, and Vertiv.