Editorial Track11 reports · 1 notes · subjective analysis & market reads
Perspectives.
Separate from data-driven research — a track for haelangdal's subjective analysis, theses, metaphors, and sentiment-cycle reads. New releases are locked to upgraded tiers.
Reports
Deep dives & market readsMay 11, 2026·18 min·BRONZE
Is Samsung the Engine Behind a KOSPI 12,000?
Samsung fundamentals re-rated → fair market cap → reverse-engineered to KOSPI
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May 10, 2026·19 min·GOLD
The Splitting of the AI Data Center
How Training and Inference Diverge — Three Forks of Optical Backbone, Power, and Diversification, with Category Leaders Mapped
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May 7, 2026·14 min
The Memory Pickaxe of This AI Gold Rush, Revisited
Why memory cycle peak debate is premature
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May 5, 2026·24 min
RAMpocalypse — What Happens After the Memory Big-3 Leave
Memory Big-3 Series, Part 3 — AI is devouring the raw materials of memory; an industry golden age and consumer regression unfold side by side, in 8 questions
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May 5, 2026·22 min
AI's Real Bottleneck — OSAT Packaging Wars
CoWoS capacity grew 13x and still fell short — the structural beneficiaries of the packaging bottleneck
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May 3, 2026·25 min·GOLD
Optical Bottleneck: Why Lumentum and Coherent Are the Real Choke Points
1.6T, 200G EML and CPO — Entering the Era of Light
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