Ted Kang
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2026
AI Infrastructure Is Becoming the New Oil
Mar 10 · AI Infrastructure
Markets Are Pricing the Wrong Risk
Feb 24 · Markets
Semiconductors and the Next Compute Arms Race
Jan 18 · Semiconductors
2025
The Rate Cycle Nobody Prepared For
Nov 4 · Macro
Power Is the New Constraint
Aug 22 · Data Centers
Private Credit’s Quiet Reckoning
May 15 · Financial Markets