In-depth investment research on semiconductors, memory markets, macro economics, FOREX, energy, and precious metals — written for serious investors who want the full picture.
Browse All IssuesAs hyperscalers accelerate GPU deployments, HBM supply tightness is reshaping competitive dynamics between SK Hynix, Micron, and Samsung. We model wafer capacity allocation, pricing curves, and the implications for AI infrastructure spending in 2026–2027.
Scenario analysis for Strait blockade probabilities and cascading effects on energy, freight, and semiconductor supply chains.
How Broadcom's networking silicon, custom ASICs, and VMware software stack position it at the center of AI infrastructure — feature analysis.
SanDisk's structural repositioning in NAND flash storage — mapping the company, the AI storage demand wave, and the multi-year recovery thesis.
23-page deep-dive: DRAM hitting +95% QoQ price surges, HBM emerging as the AI bottleneck, hyperscaler CAPEX at $630B, and the full semiconductor supply chain through 2030.
Comprehensive deep-dive on STX's Mozaic HAMR platform, two-year profitability turnaround, five economic moats, and the zettabyte imperative driving AI storage demand.
CHF gained 13% against USD in 2025 — the best G10 currency. Analysis of SNB policy, the debt brake, 211 years of neutrality, and portfolio allocation framework.
Educational reference on the full oil & gas value chain: upstream/midstream/downstream structure, OPEC dynamics, fracking economics, rig utilization, and the energy transition outlook.
Visual research presentation on WDC's NAND flash storage strategy, AI-era demand positioning, and the multi-year architecture thesis across 12 slides.
Deep-dive into Lam's etch, deposition, and clean equipment dominance — how AI-driven wafer complexity and node shrinks compound LRCX's structural advantage.
Vol. 1, Issue 1 — Platinum at ~$2,000/oz, three consecutive supply-demand deficits, CHF/gold correlation, and a strategic allocation framework for 2026.
About This Publication
Intermarket Universe publishes original investment research that connects the dots across semiconductor cycles, memory market dynamics, macro trends, and alternative assets.
Every issue is grounded in primary data — 10-Q filings, earnings transcripts, supply chain intelligence, and proprietary financial models — not recycled sell-side commentary.
Research is independent. No investment advisory relationship is created by reading this publication.
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