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Long Kioxia, Short the Nikkei: AI Storage at Four Times Forward Earnings2026-09-16 · Proposed core long Kioxia / short Nikkei: four times forward earnings, rapid growth and the shift toward long-term NAND supply contracts.Chinese Memory: a Sovereign AI Long Thesis on CXMT2026-09-04 · Entered long CXMT at $8.3403 into its first results briefing, HBM3E estimate revisions and China's sovereign-AI policy cycle.Shorting Cerebras on OpenAI Jalapeño Chip Narrative Acceleration and Liquidity Draw of Anthropic IPO2026-09-04 · Entered short CBRS at $209.225 into OpenAI's competing inference silicon, analyst estimate cuts and the Anthropic IPO liquidity draw.Corbanu is live2026-08-25 · What this site is, what the newsletter covers, and how to read the market pages.