LoRosha's Investment Desk
LoRoshaAsia's close sets the signal. Wall Street follows. I track global supply chains and cross-asset flows.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 425 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | |||||
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lorosha.substack.comLatest Issues
Alphabet–Intel CapEx Compression: A Hyperscaler-to-Semiconductor Repricing Chain
1. Eternal Logic
In a technology infrastructure cycle, hyperscalers fund data centers and equipment first. Semiconductor and equipment suppliers recognize that spending as orders and revenue. When hyperscaler free cash flow turns neg...
KOSPI Falls 5.72%: Iran’s Ceasefire Rejection Repriced Korea’s Semiconductor Trade
🎧 Listen at 07:30 EDT
The Market Scorecard (July 24, 2026)
KOSPI -5.72% | KRW 1,466.8 (Strong) | KR10Y 4.449%
DXY 101.4 | Oil $91.22 | Brent $100.69
Key Analysis
1. Background
On July 23 (KST), Alph...
Alphabet Earnings and Bab el-Mandeb: A CAPEX-to-FCF Compression
Insights age like wine; news ages like milk.
The evidence below is a timestamp of a recurring cycle.
Observe the mechanism before it repeats.
1. Eternal Logic
AI infrastructure investment creates a timing gap between capi...
KOSPI Surges 4.40%: Alphabet’s CapEx Upgrade Confirms HBM Demand
🎧 Listen at 07:30 EDT
The Market Scorecard (July 23, 2026)
KOSPI +4.40% | KRW 1,468.5 (Strong) | KR10Y 4.387%
DXY 101.1 | Oil $89.04 | BRENT $94.07
Key Analysis
1. Background
On July 23 at 5:30 a.m. KST, A...
Alphabet Before Earnings: The AI CAPEX Split Under Oil-Yield Pressure
Insights age like wine; news ages like milk.
The evidence below is a timestamp of a recurring cycle.
Observe the mechanism before it repeats.
1. Eternal Logic
A company that executes large CAPEX has to prove in its earnings repo...
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Authors
The writers behind this newsletter.
Official account: @lorosha // Paid subscriptions are currently inactive; pledges only. // Asia closes before Wall Street opens. I track Korea as an early signal for global sector flows.
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