Capital Lens
An independent investor publishing the reading I run on my own money — the AI infrastructure buildout, through the capital cycle.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 4 months ago | Last Issue | 11 days ago |
| Active | |||||
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capitallensletter.substack.comLatest Issues
Stage-Gate: Micron Delivered More Than a Record Quarter
Memory prices are still rising, but more slowly. Micron is turning part of today’s bargaining power into commitments that reach beyond this quarter.
An 87 percent adjusted gross margin makes it tempting to stop reading. Micron’s fiscal fou...
OpenAI and Anthropic Want to Slow Down. Follow the Clock.
Earlier this week, I was scrolling through the news with a cup of Brazilian specialty coffee in hand while the Double Trouble, my affectionate and very accurate name for my twins, ran around the house. Somewhere between the coffee and the c...
Stage-Gate: Broadcom Passed the $16 Billion Test. The Stock Fell Anyway.
Broadcom reported after Wednesday’s close.
AI semiconductor revenue reached $16.7 billion, above the $16 billion management had forecast and the Capital Lens pilot had identified as the next public test.
It grew 221 percent from a year ag...
Stage-Gate: NVIDIA Held Its Margin. Memory Moved Into the Frame.
The pilot treated 75 percent as the reference level for NVIDIA’s gross margin, and a sustained break below 70 as the structural warning. A break below 70 that held would say competition had started to price itself in, from AMD, from custom...
Through the Lens: Eaton and Trane Put Power and Cooling on One Blueprint
Eaton and Trane say their new AI data-center design can use up to 80 percent less copper.
That may be the least interesting number in the announcement.
The companies also claim up to 15 percent better energy efficiency and up to 30 percen...
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The writers behind this newsletter.
An individual investor reading the AI infrastructure buildout through the capital cycle — what supply is doing, not how big demand gets. I write Capital Lens because I'm its first reader
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