Growth Wave
16 years leading global corporate strategy. Electrical engineer. Economist. Now based in Florence — filtering signal from noise across US, European, and Korean markets. Plant early. Harvest when the crowd arrives. CEO-grade research, weekly.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 84 | Founded | 6 months ago | Last Issue | 22 hours ago |
| Active | |||||
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growthpapa.substack.comLatest Issues
Letters from Florence #38: Every Bottleneck Runs on Its Own Clock
The shortage isn’t ending, but it ends at different times. Memory loosens in 2027, substrates in 2027–28, laser chips not before 2028.
Buongiorno, everyone.
The Age of Q: The Fabs Filled Up and the Work Spilled Outside. How Long Will This Tailwind Last, and What Comes Next?
HBM ate the fab space and money flowed four ways. After two months of rally, how much is priced in, and which empty squares still have room?
Previous check: The Age of Q, Three Weeks On: The Market Is Asking About Winter, and the Companies...
Letters from Florence #37: Sellers Want Cash Up Front, Buyers Want Less
Which part of the AI supply chain sits outside both of the market's doubts, and why aren't long yields falling with oil?
Buongiorno.
Sector Check | Memory: Reading Korea's Chip Data the Day After Micron
Micron beat everyone and the stock didn't move. Korea's own data shows why the pace of growth matters now. Where do Samsung and SK hynix stand?
Micron (MU US) reported on September 30. The one-line version: I was wrong, the market was wron...
The Tolls of the Agent Era: Seven Layers and Three Scarce Assets Behind Meta’s Muse
Social preview: Meta’s Muse made personal agents mainstream. If anyone can build the same machine, who collects the toll, and is it already in the price?
Introduction: Bigger than Meta
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16 years structuring billion-dollar deals. Electrical engineer, master's in economics. Left that world early — now in Florence, tracking capital flows across US, Europe & Korea. Plant early. Harvest when the crowd arrives.
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