Igor's call, in full

Everyone watches Nvidia and TSMC. The quieter, more profitable story is memory. High Bandwidth Memory, HBM, is the ultra-fast memory that powers every AI system on the planet, and it is a near-duopoly. I forecast SK Hynix and Samsung control more than 90 percent of global HBM by 2027-28, and that South Korea passes Taiwan in chip equipment spending in 2026. Korea owns the layer of the AI stack with the fattest margins and the least competition. If you want to know who really wins the AI hardware war, do not just watch the logic chips. Watch the memory. That is where Korea quietly took the crown.

Adjacent calls

Tesla's $25 billion terafab is real vision on a brutal timeline. First meaningful output in 2028 at the earliest, full scale a 2030 story.On trackLive sports grows into a $10 trillion attention economy by 2050.On trackThe big 5 agency networks will be hollowed out by 2030. On track

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