Precise Market Analysis.
45 posts


Here is the world separated into income groups
Per the World Bank's FY27 Atlas Method, every country falls into one of four income tiers based on Gross National Income per capita:
High Income: above $14,375
Upper-Middle Income: $4,636 to $14,375
Lower-Middle Income: $1,176 to $4,635
Low Income: $1,175 or below

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MEMORY IS SOLD OUT INTO 2027
@josenajarro and @Sam_Badawi sat down with WOLF to discuss:
-$MU is sold out for 2026 with a good portion of 2027 already gone
-Management doesn't expect the supply demand imbalance to shift until 2028
-Every few months brings a new bearish memory thesis. A 5% efficiency gain doesn't touch this demand
English

THERE'S A NARRATIVE SHIFT HAPPENING IN AI RIGHT NOW
@ChrisCamillo says the open-model narrative has been gaining traction, the read from investors is that traditional infrastructure companies benefit, while frontier model companies get hurt.
He's careful to note that's not necessarily true. It's what investors are currently pricing in.
Chris' actual playbook for a moment like this ... go into an AI model (he uses Codex), ask it to validate whether the trend is really gaining traction, then track it daily to see if the narrative keeps building and how investor sentiment shifts in response.
The edge isn't in guessing who's actually right. It's in being early to notice which way the crowd is leaning.
English
Precise Market Analysis. retweetledi
Precise Market Analysis. retweetledi

Lunch break + sun through the office window + half-eaten snack = perfect low-stakes reset before the next sprint. #OfficeVibes #WorkFlowBalance

English
Precise Market Analysis. retweetledi
Precise Market Analysis. retweetledi
Precise Market Analysis. retweetledi


















