S
Sonsu Research
Trading Journal
Search
Search
Dark mode
Light mode
Home
About
Investment Mandate
Portfolio
Trade Log
Research
Journal
Live Dashboard
Disclaimer
Portfolio
❯
Research
Research
2 items under this folder.
Aug 07, 2026
Four Months, Two Markets: May to August 2026
research
macro
memory
semiconductors
markets
Jun 01, 2026
Map of the AI Compute Stack
research
AI-Infra
thesis
semiconductors
ai_infrastructure