The cross-cuts
Trends
The mechanisms several companies are exposed to at once.
A company page tells you what one name is doing. A trend page tells you what the same force is doing to all of them at once — the financing shape, the chokepoint, the export rule — and which names sit on which side of it.
Each pillar is built from the same record as the dossiers it links, so the claims carry through. Start from a trend if you want the mechanism; start from the registry if you already know the name.
Trends
ai-capex/
The AI Capex Supercycle — Chips fund the clouds that buy the chips that train the models that raise the money — the record shows the loop tightening every quarter since 2024.
16 names
china-ai-stack/
The China AI Stack — Export controls didn't stop China's AI buildout — the record shows they forked it, and Hong Kong just started pricing the fork.
3 names
memory-wall/
The Memory Wall — A third of this year's big-tech capex now goes to memory alone — the input almost nobody priced. Why HBM turned a boom-bust commodity scarce, and the listed names on the short side of it.
1 names
power-wall/
The Power Wall — The AI buildout's real limit isn't cash — it's permission to plug in. Grid queues, moratoriums, and the listed names on the scarce side of the wall.
4 names