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Writing
Articles
Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.
All articles · Showing 19-24 of 43
Bitcoin Miners' Power-to-AI Pivot: BTDR vs HUT vs IREN vs CIFR
The core variable is no longer hash-rate ranking. It is whether power can be upgraded into financeable AI load. HUT and CIFR have already converted part of their power estates into long-duration AI colocation leases; IREN has pushed meaningful capacity into AI Cloud contracts and GPU cloud economics; BTDR owns a 3.0GW raw power portfolio and a fast-growing AI Cloud ARR base, but its large-scale AI colocation contract proof still lags. The highest certainty today is HUT, the highest beta is IREN / CIFR, and the largest relative re-rating option is BTDR if Tydal and its U.S. sites sign credible tenants.
ARM / QCOM / INTC / AMD: Four Chip Capacity Models
The four companies do not answer the same capacity question. Arm primarily sells IP, so capacity sits with licensees and the ecosystem. Qualcomm is mostly a fabless SoC vendor with some owned RF/filter manufacturing. Intel is the only one with large-scale owned wafers and advanced packaging. AMD is a fabless CPU/GPU/AI accelerator company whose upside depends heavily on TSMC, advanced packaging, and HBM supply.
Vera Rubin Racks at $7.8M: Who Really Benefits?
The easy read is 'memory stocks rallied, so buy memory.' The better read is that Vera Rubin turns the AI server from a GPU-centered product into a rack-scale system. Every component that keeps GPU utilization high starts to receive more BOM weight.
2026-05-21 Daily Research Briefing: News and Cross-Border Products
A daily YoloLab writing snapshot for 2026-05-21, bundling global news, U.S. events, and cross-border product research.
SpaceX IPO and Space Stocks: RKLB Upside, Proxy Risk, and Dilution
The first-order reaction to SpaceX's S-1 is obvious: the space sector finally gets a publicly traded leader with scale, brand power, launch dominance, Starlink, NASA relationships, and a broader AI/orbital-compute narrative. Public space stocks have mostly been partial exposures: Rocket Lab for launch plus space systems, AST SpaceMobile for direct-to-device, Intuitive Machines for lunar services, and Planet Labs or BlackSky for Earth-observation data.
T1 Energy / TE: A High-Leverage U.S. Solar Manufacturing Turnaround
The TE bull case is not simply 'AI needs power, so every energy stock works.' It is a narrower and more fragile thesis: if T1 links G1_Dallas module revenue, G2_Austin cell production, 45X/domestic-content eligibility, and non-related customer demand, it can become a scarce U.S. solar manufacturing asset. If G2 financing or FEOC/45X eligibility breaks, common equity absorbs heavy downside through leverage and dilution.