Journal
— LATEST / NOTES
MARKETSECTOR
AI Capex Validation Night: When All Four Raise Spending, the Market Punishes Capex Increases for the First Time
All Four Beat Estimates—but Only Two Rise—Markets No Longer Reward Capex with the Same Brush
2026-04-30 · ~2,800 words · ~8 min read
TECH
Claude Design: AI companies are no longer building tools—they’re consuming applications.
It’s not about new tools—AI companies’ strategic posture is changing.
2026-04-29 · ~2,130 words · ~8 min read
MACRO
Interest rates return to 1997 levels: the institutional end of Japan’s three-decade low-rate paradigm
The three-decade low-rate regime is unwinding; the August 2024 move cleared only two-…
2026-04-28 · ~3,450 words · ~11 min read
MARKETSECTOR
CPU comeback: After two years of GPU-dominated narratives, capital markets are pricing x86 for the first time in years
Two years after GPU-dominated narratives, capital markets are looking back at x86 for…
2026-04-25 · ~2,400 words · ~8 min read
