English Reports – Signal & Flow

REPORTS ARCHIVE

Formal reports.

Formal long-form reports live here. Continue with related market and AI briefs through the section archives.

Read rates, dollar, liquidity, and sector cycles through Growth × Liquidity.

G/L

Verify great businesses through moat, valuation, price, and timing.

Translate AI value-chain, infrastructure bottlenecks, and guru signals into investment language.

Read real assets through transactions and liquidity before headline prices.

Soft Warning, Kill Switch, routines, and behavior rules.

Reports · A2026.07.04

From infrastructure bottlenecks to value capture: verify whether AI spending becomes recurring revenue, free cash flow, and pricing power.

AI CapExInfrastructure

Reports · A2026.07.04

Blackwell, Rubin, and H20 risk as evidence for the next stage of AI infrastructure competition.

NVIDIAAI Infrastructure

Reports · A2026.07.04

ServiceNow’s notes offering is a reminder that enterprise AI software growth must be read together with capital cost and balance-sheet flexibilit

ServiceNowEnterprise AI

Reports · A2026.07.04

From chips to power, networking, and ROI: a Growth × Liquidity map for the next AI infrastructure phase.

AI CapExInfrastructure