Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 299 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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Notes on Compute
We are publishing this without a paywall.
It’s impossible to miss what’s happening in the AI compute market now. While QQQ is up 13% YTD, AMD is up 96%, Arm Holdings is up 117%, and Intel, a company that most investors wrote off, is up 206...
MS Portfolio Update | May 2026
CPUs are the new GPUs
It’s been quite a run-up from the March lows for the market. While we timed the buy-the-dip perfectly (we are now fully allocated), the rebound was much stronger than anticipated. Even with oil prices trading at doubl...
Deep Dive: MKS Inc ($MKSI)
Picks and shovels of picks and shovels
Usually, our approach at Market Sentiment for finding bottlenecks is going top-down — which simply means is we follow the capex trail to identify where the capital is flowing and which companies and i...
The Next 4 AI Bottlenecks
Optics, memory, and transformers (not the one you are thinking)
Before we jump in, here are the results from the poll that we ran a few weeks back. Two-thirds of investors feel that it’s harder to invest in a stock that’s up 50% compared t...
MS Portfolio Update | April 2026
Hedging the crisis
Hi there, a quick vibe check before we get started:
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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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