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Jun 5, 2026

•

8 min read

They beat. They raised. They fell anyway

The AI trade just changed the rules on what counts as good news.

By René Lauritsen

Jun 5, 2026

•

9 min read

How to classify your AI holdings: the reset / crack / hype test

This week the market punished a 200% grower and rewarded a one-sentence compliment. The newsletter showed you the regime shift; this is the tool to act on it

By René Lauritsen

Jun 3, 2026

•

6 min read

Your AI bill just became personal

Copilot started metering tokens this week. Read this before your next invoice.

By René Lauritsen

Jun 3, 2026

•

7 min read

The metering era — and the flat-rate comeback nobody’s pricing in

This week AI stopped being free to try. The major tools are converging on pay-per-token billing, and the bills are landing. But when a market races to the meter, it leaves something behind —

By René Lauritsen

May 29, 2026

•

8 min read

Yields blinked. Memory ran.

Rates eased — and the rally didn't pick the leader you'd expect.

By René Lauritsen

May 29, 2026

•

7 min read

The AI memory map: why HBM became the chokepoint — and how to read the re-rating

Three memory makers crossed a trillion dollars in a single week.

By René Lauritsen

May 27, 2026

•

5 min read

Your next job title might be “agent manager”

3 AI agents per employee. Now what? Why “managing agents” may be your next job.

By René Lauritsen

May 27, 2026

•

7 min read

How to read an “AI-native restructuring” from the outside

Companies are rebuilding their org charts around AI agents before the proof exists that it works

By René Lauritsen

May 22, 2026

•

9 min read

Nvidia beat everything. The stock fell anyway

On Wednesday night Nvidia printed the cleanest quarter of its life — record $81.6 billion in revenue and a Q2 guide that sailed past every estimate on the Street. By Thursday’s close the stock was down 1.8%.

By René Lauritsen







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