Green Ash Horizon Fund Falls 10% in July as AI and Semiconductor Momentum Reverses
Green Ash Horizon Fund fell 10.02% in July, sharply underperforming the MSCI World’s 0.51% gain as a broad momentum unwind hit technology and...
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The Perishable Rack: AI Capex as an Inventory Cycle
We dissect how the hyperscaler build-out is an inventory cycle and not real estate. Why $725B in capex, $3.1T in off-balance commitments, and RPO...
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Primer: Anthropic (1892140D US) - Jan 2026
Anthropic has established a strong position in the generative AI market with its Claude family of models, differentiating through a focus on AI...
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Before CPO: Optics Earnings Are Already Separating Scarcity From Volume
Lumentum is converting constrained laser supply into margin and cash, while Coherent and Fabrinet are still funding the capacity, inventory and...
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AI Flow Private Pools Newsletter : Exploring Private Company Valuations in AI - Aug 13, 2026
WTR AI Flow Private Pools Index update. Using data from PM Insights, we track private AI company valuations and created a market value-weighted WTR...
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