Weeks / W36 · closes 2026-09-04
Aug 31 - Sep 6, 2026
What was thought, what was decided, what printed against it, and what was published — for this week only.
Thinking
0No journal entries this week.
Decisions
4| Day | Move | What | Ticker |
|---|---|---|---|
| 6 Sept | Conviction | KV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at ScaleConviction HIGH → MEDIUM | — |
| 6 Sept | Conviction | Transformer Successors: State-Space Models and Linear Attention Are Worth WatchingConviction LOW → MEDIUM | — |
| 6 Sept | Conviction | BTC Miners Pivoting to AI Infrastructure: The Power ArbitrageConviction MEDIUM → HIGH | — |
| 6 Sept | Conviction | Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the MechanismConviction HIGH → MEDIUM | — |
What printed
0Nothing printed on the covered names this week.
Closes
6| Ticker | Close | Currency | On the week |
|---|---|---|---|
| LITE | 881.26 | USD | -1.5% |
| NVDA | 230.36 | USD | +5.9% |
| MU | 1,016.59 | USD | +9.0% |
| 000660.KS | 1,647,000 | KRW | 0.0% |
| AVGO | 357.89 | USD | -3.0% |
| TSM | 428.91 | USD | +2.7% |
Open the Open Book from this week to replay every call from this Friday forward.
Output
0Nothing published this week.