Writing · Build / Thinking / Field / DYOR
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 37-42 of 42
2026/2027 global profit top 10
This Top 10 is not a trading forecast list yet. It is a reproducibility list for global profit capacity from 2026 to 2027.
Memory supercycle
Memory valuation cannot be treated as one basket. HBM and NAND/SSD have different operating drivers.
AXTI material beta
The issue with AXTI is not topic relevance alone. The test is whether material exposure maps into verifiable downstream order flow.
Earnings trade checklist
Earnings day is not a direction guess around beat/miss. It is a test of whether information clears the pre-quoted volatility hurdle.
AI interconnect comp map
In AI interconnect, profit attribution must stay layered: ASIC/DSP, photonic devices, modules, and materials are different profit engines.
Why FOCUS 04 Should Not Be ZH/EN
Bilingual publishing is a presentation layer, not a core signal. Proof is the stronger site contract.