Skinee
Catalyst driven
We will all eventually leave the trenches, trust.
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We will all eventually leave the trenches, trust.
Posts by Skinee
The Bakery Weekend Newsletter (Sept. 20)
🔒 MembersSeptember 20, 2026 Rates up. Oil above $100. Tech still holding. Last week was one of those weeks where the headline indexes did not tell the whole…
Deepseek did it again..
Why DeepSeek V4.1 Flash Is Actually Good for SSDs DeepSeek just released V4.1 Flash and one number is going to cause a lot of confusion. The model…
The Iran War Put a Tax on the AI Trade
AI demand is still strong. The rates backdrop is the problem. The AI trade does not suddenly have a demand problem. It has a rates problem, and the…
NVDA Earnings Reaction | Aug. 2026
🔒 MembersNVDA earnings validated that AI demand is still strong, but the reaction shows how crowded the broader AI infrastructure trade had become. Against a…
Beyond Action. Intelligence Has Left the Screen. The Age of Deployment Is Here.
Memory: The Cycle Isn’t Dead. The Old Model Is. An update to my January 25, 2026 thesis Memory. 메모리. 内存. MEMORY! Are you tired of hearing about it…
Beyond Cognition. The Age of Thinking is Over. The Age of Doing Begins.
Originally posted January 25, 2026 Memory. 메모리. 内存. MEMORY! Are you tired of hearing about it yet? "NAND this, HBM that." "Demand is astronomical…