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Articles include research.
Writing is the unified content surface; build notes, thinking notes, field records, and DYOR research all live in the same Articles board.
Writing
Articles
Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.
All articles · Showing 19-24 of 42
ARM / QCOM / INTC / AMD: Four Chip Capacity Models
The four companies do not answer the same capacity question. Arm primarily sells IP, so capacity sits with licensees and the ecosystem. Qualcomm is mostly a fabless SoC vendor with some owned RF/filter manufacturing. Intel is the only one with large-scale owned wafers and advanced packaging. AMD is a fabless CPU/GPU/AI accelerator company whose upside depends heavily on TSMC, advanced packaging, and HBM supply.
Vera Rubin Racks at $7.8M: Who Really Benefits?
The easy read is 'memory stocks rallied, so buy memory.' The better read is that Vera Rubin turns the AI server from a GPU-centered product into a rack-scale system. Every component that keeps GPU utilization high starts to receive more BOM weight.
2026-05-21 Daily Research Briefing: News and Cross-Border Products
A daily YoloLab writing snapshot for 2026-05-21, bundling global news, U.S. events, and cross-border product research.
SpaceX IPO and Space Stocks: RKLB Upside, Proxy Risk, and Dilution
The first-order reaction to SpaceX's S-1 is obvious: the space sector finally gets a publicly traded leader with scale, brand power, launch dominance, Starlink, NASA relationships, and a broader AI/orbital-compute narrative. Public space stocks have mostly been partial exposures: Rocket Lab for launch plus space systems, AST SpaceMobile for direct-to-device, Intuitive Machines for lunar services, and Planet Labs or BlackSky for Earth-observation data.
T1 Energy / TE: A High-Leverage U.S. Solar Manufacturing Turnaround
The TE bull case is not simply 'AI needs power, so every energy stock works.' It is a narrower and more fragile thesis: if T1 links G1_Dallas module revenue, G2_Austin cell production, 45X/domestic-content eligibility, and non-related customer demand, it can become a scarce U.S. solar manufacturing asset. If G2 financing or FEOC/45X eligibility breaks, common equity absorbs heavy downside through leverage and dilution.
2026-05-20 Daily Research Briefing: News and Cross-Border Products
A daily YoloLab writing snapshot for 2026-05-20, bundling global news, U.S. events, and cross-border product research.