Micron's HBM cycle: can AI memory change the boom-bust math?
A Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
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Micron: AI memory scarcity is rewriting the cycle
A refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
OpenMercadoLibre vs Amazon: the fintech edge defining Latin America's ecommerce battle
MercadoLibre's Q1 2026 TPV was about 4.6x marketplace GMV, showing that Mercado Pago is more than a checkout layer. Amazon has the larger global machine, but official filings do not show a comparable disclosed Latin America fintech flywheel.
OpenAmbev (ABEV) Coverage Bootstrap: beer-led scale, Brazil execution, pricing discipline, and cash returns
Official-source baseline for Ambev using SEC submissions, SEC company facts, the FY2025 Form 20-F, Q1 2026 Form 6-K results materials, and official peer/controller filing context.
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