lntélligence artificielle

Prospective Trajectory of SpaceX as an Infrastructure

SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of…

1 month ago

Dissection of the “Kospi Unwind”.

https://scoregex.streamlit.app On 20 July 2026, the KOSPI experienced a sharp deleveraging event, with the index falling over 4% intraday to…

2 months ago

AI Demand, HBM Breakthroughs, and Credit Risks: The Trio Driving Memory Market Dynamics

https://www.steelldy-indices.com This article applies the tools of game theory to the strategic analysis of the global memory oligopoly. By modeling…

2 months ago

How a $200 Billion Memory Sector Crash Creates an Asymmetric Bet for Savvy Investors

https://www.steelldy-indices.com Executive Summary The semiconductor memory sector has undergone a dramatic correction over the past eighteen months, wiping out more…

2 months ago

Risk of reclassification of Data Tokens as securities. Switzerland (FINMA) and Liechtenstein (TVTG)

https://scoregex.streamlit.app Swiss FINMA classifies tokens into three categories: payment tokens, utility tokens, and asset tokens. A utility Data Token that…

2 months ago

The Super-Cycle of Energy Transition and AI Metals

1. Demand Megatrends FTSE Russell identifies two megatrends: AI and the energy transition. We quantify them as follows: A. AI…

2 months ago

Copper-to-optics transition, commoditization of AI interconnects, quantitative analysis of Corning, Coherent, Lumentum drivers

www.steelldy-indices.com This study analyzes the evolution of the fiber optics industry in the context of the explosion of data centers…

2 months ago

Analyse de la microstructure des algorithmes HFT identifiés sur les marchés

Notre analyse des données (des marchés) a isolé quatre algorithmes distincts (Alpha, Delta, Beta, Gamma) agissant séquentiellement pour détecter la…

7 months ago

Valorisation de l’entreprise Oracle

I. MODÈLE DCF COMPLET AVEC 35 VARIABLES STOCHASTIQUES Ce modèle d'évaluation DCF intègre 35 variables stochastiques modélisées par diverses distributions…

9 months ago

Les investissements massifs masquent la création de valeur future

Oracle (ORCL) présente un cas d'investissement asymétrique lié à un "Strategic Cash Burn" massif, caractérisé par un écart de 10…

9 months ago