YoloLab
ZH EN

Writing · Build / Thinking / Field / DYOR

Writing follows problem type.

This area holds details that are too granular for work pages: build notes for projects and shipping, thinking notes for judgment, field notes for inputs, and DYOR research for industries, earnings, and valuation questions.

URLs use only stable slugs, not category names; categories can move, links should not break.
All 72 articles

Writing

Articles

Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.

All 72 Build Notes 1 Thinking Notes 9 Field Notes 1 DYOR 61

2026-09

1
  1. 2026-09-04 NFP Preview: A High-Beta Playbook for LITE / SNDK / MRVL / MU / SK Hynix DYOR

2026-08

1
  1. Q2 2026 Active 13F: 30 Famous Funds · 11,207 Securities DYOR

2026-07

15
  1. Institutional and Corporate Position Changes: 13F Plus Schedules 13D/13G DYOR
  2. High-Beta Momentum ETFs: Finding the Best Balance of Liquidity and Upside DYOR
  3. Dot-com vs. AI Capital Cycles: Is This Reset 1998 or 2000? DYOR
  4. Post-CPI Hundred-Bagger Window: NVDA Momentum × NFLX Earnings Gamma DYOR
  5. Must COR1M Spike First? A Split View on Broad-Market Strength and Tech Repair DYOR
  6. China A-share × U.S. AI Hardware Earnings Calendar: Equipment, Memory and Optics DYOR
  7. China A-Share and Korean AI Hardware Theme Map: Optical Chips, MLCC, CCL, Memory and Fiber DYOR
  8. Three Trading Paths for Memory Price Declines and Capacity Expansion DYOR
  9. One-Month 20-30% Upside Map: Optical, ABF, MLCC, Memory, Equipment, Manufacturing, Power DYOR
  10. July 10 Theme Squeeze Map: Optical, ABF, MLCC, Memory, Equipment, Manufacturing, Power DYOR
  11. Weekly Short Squeeze Top 10: SNDK, WULF, IREN, CLSK and the Ignition Screen DYOR
  12. Momentum Repair and Hundred-Bagger Options Window: July 10-17 Semi Gamma Band DYOR
  13. Semiconductor Hundred-Bagger Options Map: Full-Universe OPEX Rescan DYOR
  14. AI Power and Compute Supply Map: Who Has Turned MW Into Contracts? DYOR
  15. Korea Margin Balance Weekly Monitor: KOSDAQ Deleveraging Is the Signal DYOR

2026-06

9
  1. SK Hynix: Micron Read-Through, Next Earnings and SKHY Rerating DYOR
  2. QCOM Investor Day 2026: How Strong Are the Dragonfly Technologies? DYOR
  3. Ibiden 4062.T: Global AI Package Substrate Chain and Competition Map DYOR
  4. CoPoS and Glass Substrates From Zero to One: An AI Packaging Investment Map DYOR
  5. High-End MLCC vs HBM: AI Hardware Demand, Bottlenecks, and Expansion Difficulty DYOR Research
  6. QQQ CPI Options Playbook: Call/Put Branches, Early-Exit P&L and Hedges DYOR
  7. Vera Rubin and Vera CPU: A Serenity Bottleneck Map for the AI Factory Supply Chain DYOR
  8. 2026-06-04 Daily Research Briefing: News and Cross-Border Products DYOR
  9. 2026-06-02 Daily Research Briefing: News and Cross-Border Products DYOR

2026-05

35
  1. MLCC, EMIB and silicon capacitors: core AI upstream tickers DYOR Research
  2. ARM Options Plan: Target $480, Naked Calls First, Then Sep Spreads DYOR Research
  3. IBM High-Odds Call Plan: Entries, Sizing, and Payoff Ratios DYOR Research
  4. LITE Execution Plan: Naked Calls First, Then Call Spreads DYOR Research
  5. 2026-05-29 Daily Research Briefing: News and Cross-Border Products DYOR
  6. MRVL Q1 FY2027: AI Networking Becomes the Bottleneck DYOR Research
  7. 2026-05-28 Daily Research Briefing: News and Cross-Border Products DYOR
  8. 2026-05-27 Daily Research Briefing: News and Cross-Border Products DYOR
  9. How Warming Ferments Into the Economy: A 2026-2027 Timeline Map DYOR Research
  10. 2026-05-26 Daily Research Briefing: News and Cross-Border Products DYOR
  11. 2026-05-25 Daily Research Briefing: News and Cross-Border Products DYOR
  12. 2026-05-24 Daily Research Briefing: News and Cross-Border Products DYOR
  13. 2026-05-23 Daily Research Briefing: News and Cross-Border Products DYOR
  14. Vera Rubin Racks at $7.8M: Who Really Benefits? DYOR Research
  15. ARM / QCOM / INTC / AMD: Four Chip Capacity Models DYOR Research
  16. Bitcoin Miners' Power-to-AI Pivot: BTDR vs HUT vs IREN vs CIFR DYOR Research
  17. 2026-05-22 Daily Research Briefing: News and Cross-Border Products DYOR
  18. T1 Energy / TE: A High-Leverage U.S. Solar Manufacturing Turnaround DYOR Research
  19. SpaceX IPO and Space Stocks: RKLB Upside, Proxy Risk, and Dilution DYOR Research
  20. 2026-05-21 Daily Research Briefing: News and Cross-Border Products DYOR
  21. Sivers / SIVEF: A Laser-Source Bottleneck Candidate in AI Photonics DYOR Research
  22. 2026-05-20 Daily Research Briefing: News and Cross-Border Products DYOR
  23. 2026-05-19 Daily Research Briefing: News and Cross-Border Products DYOR
  24. 2026-05-18 Daily Research Briefing: Markets, News, and Cross-Border Products DYOR
  25. POET / MXL / HIMX: three layers of AI interconnect optionality DYOR Research
  26. Cerebras WSE: The Wafer-Scale Answer to AI Inference DYOR Research
  27. Earnings trade checklist DYOR Research
  28. AI interconnect comp map DYOR Research
  29. 2026/2027 global profit top 10 DYOR Research
  30. Memory supercycle DYOR Research
  31. AXTI material beta DYOR Research
  32. 1.6T optical order chain DYOR Research
  33. AMD Q1 2026 earnings: can AI demand become sustained delivery? DYOR Research
  34. U.S. optical earnings map: where the AI interconnect bottleneck sits DYOR Research
  35. Big Four AI CapEx receiver chain DYOR Research