Nov 5
Watchlist / ai-infra
watchlist
Watchlist / ai-infra
current roster plus event stream
symbols 11 events 649 latest
AI Infrastructure - hyperscalers (AMZN), GPUs (NVDA), lithography (ASML), power generation (TAC — TransAlta, Canadian IPP: hydro/wind/solar/battery/gas, NOT nuclear; label corrected 2026-06-19 from 'nuclear'), foundry (TSM), data analytics (PLTR), custom chips (MRVL), architecture (ARM), data-center storage (P — Everpure, fka Pure Storage / PSTG; rebranded 2026-02-23, ticker change PSTG→P 2026-04-17; all-flash enterprise storage with DirectFlash Module + CXL memory-expansion positioning, ~$22B mcap, on-thesis for AI-data-center I/O layer; coverage gap surfaced 2026-05-08 from cross-checking @Sam_Badawi + @itschrisray skip-class messengers + @crux_capital_ substantive third voice, see reference_itschrisray_skip_pstg_salvage.md)
Showing 120 of 649 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | +0.3% | +4.5% | +15.4% | +18.0% | +77.4% |
| SPY | -0.5% | -0.1% | +4.0% | +4.9% | +21.4% |
| Δ | +0.8% | +4.5% | +11.4% | +13.1% | +56.0% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 10/11 up
trend: 8 up · 0 flat · 3 down · avg RSI 59 · 91% above SMA200 · covered 11/11
Holdings
Nov 4
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Aug 15
CME and Silicon Data will list GPU-rental futures on October 5
CME and Silicon Data will list GPU-rental futures on October 5
Aug 14
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SemiAnalysis — TileRT compiles the whole model into one persistent GPU kernel, claiming 1.9x decode interactivity on the same Blackwell chips
SemiAnalysis — TileRT compiles the whole model into one persistent GPU kernel, claiming 1.9x decode interactivity on the same Blackwell chips
Aug 11
The Kobeissi Letter — memory is now the tape: NVDA, MU and SNDK are three of the four most-traded US stocks
Aug 11
Aug 8
Aug 8
IPO Newsroom — NVIDIA is putting up to $3B into the Blackstone-backed firm that owns the land under Stargate
IPO Newsroom — NVIDIA is putting up to $3B into the Blackstone-backed firm that owns the land under Stargate
Aug 8
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Aug 5
Aug 5
Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout
Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout
Aug 4
Aug 4
Aug 4
Aug 4
ChurchillWw — ZEISS is expanding all three of its main German optics plants at once
ChurchillWw — ZEISS is expanding all three of its main German optics plants at once
Aug 4
Aug 4
KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed
KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed
Aug 3
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u/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom
u/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom
Jul 25
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u/aperartnft — NVDA's 9.3% Nebius stake: guaranteed customer or circular financing
u/aperartnft — NVDA's 9.3% Nebius stake: guaranteed customer or circular financing
Jul 22
Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
Jul 22
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Jul 18
SemiAnalysis: K3's linear attention is bullish, not bearish, for NVIDIA/HBM/networking
SemiAnalysis: K3's linear attention is bullish, not bearish, for NVIDIA/HBM/networking
Jul 18
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Jul 17
Semafor — Kimi K3 threatens AI business models, not AI compute
Semafor — Kimi K3 threatens AI business models, not AI compute
Jul 17
Jul 17
Feed generated 2026-08-18.