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 | 44 | Founded | 5 months ago | Last Issue | 17 days ago |
| Active | |||||
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renstocks.substack.comLatest Issues
Where Does the AI Money Go?
Follow 100 dollars of AI capex. Accelerators get 25, and the other 75 builds everything around them.
A QUARTER OF THE BILL
Cerebras Is Below Its IPO Price. Is this a buying Opportunity?
UBS sees revenue going ~25x by 2030 at 46% margins, and the stock trades at about 20x 2028 earnings. What the market is worried about, and why I think inference makes it worth the wait.
A $185 IPO NOW TRADING AT $146
Has the Memory Trade Already Peaked?
The shelves are empty, the line keeps getting longer, and the people in it are paying upfront. Why I’m still long MU and SNDK after memory’s monster year.
EVERYONE KEEPS WAITING FOR SUPPLY TO CATCH UP
Did NVIDIA Just Shrink the Optics Trade?
NVIDIA and Cisco unveiled an optical module with 4x the bandwidth, and optics sold off. What the market missed, and why pluggables just got a longer runway.
AN ODD MOVE FOR NVIDIA
Mid October Portfolio Update: Fewer Trades, More Conviction
Yields at a 24-year high, a hike pushed to December and an OpenAI scare that lasted a few hours. What the data says, what I changed and what I learned.
We are still in Chop Town, where the market goes up one day, down the next, and back up...
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Authors
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Investing into the 12 layers of the AI buildout ⚡️ 328% YTD. Head of AI | 10+ years as a PM building B2C tech and fintech products.
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