Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 308 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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MS 101
Hi there,
Quite a few of you have joined us over the past week (we were #5 in the Rising Finance Bestsellers) and here’s a guide on what we do at Market Sentiment and how to use the subscription effectively.
Investing in asy...
MS Portfolio Update | July 2026
The CapEx is worth it?
It’s always either peak optimism or peak pessimism in the AI world. Last month was relatively tame for AI, as all the attention was captured by the SpaceX IPO. Memory trade is still going strong, with Micron coming o...
MS Portfolio
May 2026 Update
MS Portfolio is where we invest in our highest-conviction trends. We strive for absolute transparency, and we will be meticulous in sharing our portfolio performance at the beginning of every month, providing a detailed vie...
Leveraged ETFs
No paywall on this one. Share it with a friend :)
This one’s a bit different from our usual reports. I just saw an incredible stat from the Nomura research team, and it felt like a good time to revisit our research on Leveraged ETFs from...
Notes on Memory
Still think its cyclical?
Micron Technology announced blowout earnings, and the stock is up 18% in after-hours trading. The numbers are staggering:
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Deep research into the bottlenecks of the AI world.
All great companies stumble | Deep research on beaten-down stocks
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