Ren
Mapping the AI buildout, all twelve layers of it, from the app on your phone to the minerals in the ground, and the stocks at every floor. ⚡️
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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renstocks.substack.comLatest Issues
AMD: Where AI Agents Go To Work
Agents think on GPUs and do much of their work on CPUs. AMD designs both into one rack, and up to 14 gigawatts of demand are lined up behind it.
BEFORE WE DIVE IN
The AI Stack by 2030: Who Wins?
BEFORE WE DIVE IN
I’ve spent the past year breaking the AI buildout into twelve layers. Truist just compressed them into four (applications, models, cloud and hardware) and put a number on the whole thing: about $8 trillion of annual A...
Early October Portfolio Update: The Cheapest "Bubble" I've Ever Seen
Semis trade below the S&P 500, the big funds are still underexposed and earnings season is next. Why I went from 13% cash to 0% in one week.
October started and the sentiment around the AI trade changed A LOT, I see bullish posts everywher...
The Interconnect Re-Rate Has a Date. Are You Ready?
Networking is 9% of a Vera Rubin rack's bill and 22% of an NVL576 pod's. With 72-GPU racks dominating through 2027, that jump comes in two steps, each paying different interconnect names.
BEFORE WE DIVE IN
More Compute, More Power: Inside the AI Power Supply Chain
BEFORE WE DIVE IN
What actually happens when electricity enters an AI rack
A GPU does not plug into the grid because the grid and the chip run on different kinds of electricity.
The grid delivers AC, alternating current, which fl...
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Investing into the 12 layers of the AI buildout ⚡️ 500% YTD. Head of AI | 10+ years as a PM building B2C tech and fintech products.
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