https://marketdecode.ai/ 2026-05-30 daily 1.0 https://marketdecode.ai/research 2026-05-30 hourly 0.95 https://marketdecode.ai/features 2026-05-30 monthly 0.8 https://marketdecode.ai/how-it-works 2026-05-30 monthly 0.8 https://marketdecode.ai/pricing 2026-05-30 monthly 0.7 https://marketdecode.ai/faq 2026-05-30 monthly 0.6 https://marketdecode.ai/authors/insights-team 2026-05-30 monthly 0.6 https://marketdecode.ai/disclaimer 2026-05-30 yearly 0.4 https://marketdecode.ai/privacy 2026-05-30 yearly 0.4 https://marketdecode.ai/terms 2026-05-30 yearly 0.4 https://marketdecode.ai/research/weekend-decode-ai-physical-infrastructure 2026-05-30 weekly 0.9 Market Decode en 2026-05-30 Weekend Decode: AI's Real Constraint Is Physical Infrastructure DELL, SMCI, HPE, MU, NVDA, AVGO, MRVL, AMD, VRT, ETN, GEV, CARR, TT, Weekly synthesis, AI infrastructure stack, Physical constraint: power and cooling, Servers and memory rotation https://marketdecode.ai/og/weekend-decode-ai-physical-infrastructure.png Weekend Decode: AI's Real Constraint Is Physical Infrastructure This week the AI trade finally broadened past the GPU — but it paid for the boxes, not the bottleneck. Servers and memory ripped (Dell +42%, Super Micro +29%, Micron +27%). Power and cooling — the only things that physically cap a data center — were the week's only red layers. And every box that ran is now overbought, with insiders net-selling. The constraint is real. The market isn't paying for it yet. https://marketdecode.ai/research/the-memory-bottleneck-why-ai-needs-hbm 2026-05-29 weekly 0.9 Market Decode en 2026-05-29 The Memory Bottleneck: Why AI Needs HBM MU, STX, WDC, NVDA, AMD, AVGO, HBM and the AI memory bottleneck, Memory super-cycle, Micron as the U.S. HBM play, Overbought rotation into memory and storage https://marketdecode.ai/og/the-memory-bottleneck-why-ai-needs-hbm.png The Memory Bottleneck: Why AI Needs HBM High-bandwidth memory is the scarce input the entire AI buildout runs on, and Micron is the cleanest U.S. way to own it. The market already knows: MU has run +79% in 20 days to $923 — about 50% above the $615 mean analyst target, RSI 76, insiders net-selling $45M. The thesis is real. The entry is stretched. https://marketdecode.ai/research/marvell-beat-everything-and-fell-dell-reports-tonight 2026-05-28 weekly 0.9 Market Decode en 2026-05-28 Marvell Beat Everything and Fell 5%. Dell Reports Tonight at RSI 80. DELL, MRVL, ALAB, MU, SMCI, CRDO, Sell-the-beat pattern in AI infrastructure, Dell Q1 FY27 earnings preview, Marvell Q1 FY27 post-print reaction, RSI overextension into binary catalysts https://marketdecode.ai/og/marvell-beat-everything-and-fell-dell-reports-tonight.png Marvell Beat Everything and Fell 5%. Dell Reports Tonight at RSI 80. Marvell crushed Q1 on every line — $2.7B guide, FY28 raised to $16.5B, HSBC set a $300 PT — and the stock dropped 4.59%. Dell has run +48% in 20 days. RSI 80. Mean PT $240. Stock $305. Same physics. Dell reports after the close. https://marketdecode.ai/research/marvell-print-night-pt-stock-insider-gap 2026-05-27 weekly 0.9 https://marketdecode.ai/og/marvell-print-night-pt-stock-insider-gap.png Marvell's Print-Night Math: Stock $208, Mean PT $174, Insiders Net −$107M Five analyst firms raised price targets in May. The CFO and COO sold twelve days before the print. The stock is $34 above the mean PT. Marvell reports Q1 FY27 tonight at 4:45 PM Eastern — by tomorrow morning, one tape is right. https://marketdecode.ai/research/the-ai-cooling-trade-vertiv-eaton-trane-carrier 2026-05-26 weekly 0.9 https://marketdecode.ai/og/the-ai-cooling-trade-vertiv-eaton-trane-carrier.png The AI Cooling Trade: Vertiv vs Eaton vs Trane vs Carrier Same physical constraint, four different economic models. The cooling layer is still flat-to-down 20 days into the AI capex confirmation. Here is the company-by-company decomposition — the day before Marvell prints and two days before Dell. https://marketdecode.ai/research/ai-physical-limits-power-heat-distance 2026-05-25 weekly 0.9 https://marketdecode.ai/og/ai-physical-limits-power-heat-distance.png AI’s Physical Limits: Why Power, Heat, and Distance Matter The AI trade is no longer just about chips. It is now bounded by three physical limits — power, heat, and distance — and the eight layers of companies that solve them are the next dollar of AI capex. https://marketdecode.ai/research/ai-next-bottleneck-is-heat 2026-05-24 weekly 0.9 https://marketdecode.ai/og/ai-next-bottleneck-is-heat.png AI’s Next Bottleneck Is Heat Every watt that powers an AI chip becomes heat. That turns Vertiv, Eaton, Trane, and Carrier into part of the AI trade — even when the market is selling them. https://marketdecode.ai/research/deep-decode-the-ai-infrastructure-stack-after-nvidia 2026-05-23 weekly 0.9 https://marketdecode.ai/og/deep-decode-the-ai-infrastructure-stack-after-nvidia.png Deep Decode: The AI Infrastructure Stack After Nvidia The AI trade is no longer one stock. It is a stack — compute, networking, optics, memory, power, cooling, servers, and the grid. Five of those layers got paid this week. Three are still waiting. https://marketdecode.ai/research/the-ai-infrastructure-heat-map-which-bottleneck-comes-next 2026-05-22 weekly 0.9 https://marketdecode.ai/og/the-ai-infrastructure-heat-map-which-bottleneck-comes-next.png The AI Infrastructure Heat Map: Which Bottleneck Comes Next? After Nvidia’s post-earnings week, the AI stack has sorted into five distinct temperature zones. Four layers have repriced. One refuses to move. That’s the next bottleneck. https://marketdecode.ai/research/what-nvidia-just-told-us-about-the-next-ai-bottleneck 2026-05-21 weekly 0.9 https://marketdecode.ai/og/what-nvidia-just-told-us-about-the-next-ai-bottleneck.png What Nvidia Just Told Us About the Next AI Bottleneck Nvidia beat for the 14th straight quarter and guided $91 billion. The stock barely moved. But the supply chain split in two — and the split reveals exactly where the market thinks the next constraint lives. https://marketdecode.ai/research/nvidia-earnings-the-read-through-for-every-ai-stock 2026-05-20 weekly 0.9 https://marketdecode.ai/og/nvidia-earnings-the-read-through-for-every-ai-stock.png Nvidia Earnings: The Read-Through for Every AI Infrastructure Stock 37 of 39 analysts say Buy. Options are 89% calls. But the supply chain Nvidia is supposed to turbocharge just dropped 5–14% in five days. Someone is wrong — and we find out at 2 PM Pacific. https://marketdecode.ai/research/coherent-vs-lumentum-who-wins-the-ai-light-race 2026-05-19 weekly 0.9 https://marketdecode.ai/og/coherent-vs-lumentum-who-wins-the-ai-light-race.png Coherent vs Lumentum: Who Wins the AI Light Race? Both have $2 billion Nvidia investments. Both make optical modules for AI. One is growing 90%. The other is growing 20%. The market treats them as the same trade — they're not. https://marketdecode.ai/research/why-ai-needs-light-the-physics-behind-the-bottleneck 2026-05-18 weekly 0.9 https://marketdecode.ai/og/why-ai-needs-light-the-physics-behind-the-bottleneck.png Why AI Needs Light: The Physics Behind the Next Bottleneck The media declared photonics "phase 3" of AI infrastructure. The stocks just dropped 9–21% in a week. The physics didn't change — the price did. https://marketdecode.ai/research/deep-decode-after-gpus-its-light 2026-05-17 weekly 0.9 https://marketdecode.ai/og/deep-decode-after-gpus-its-light.png Deep Decode: After GPUs, the AI Bottleneck Is Light The AI trade is taught as a GPU story. The data this week says the bottleneck has moved to optical. Cisco's $9 billion AI order book, Lumentum's 22 percent implied Q4 sequential acceleration, and a basket of optical-networking names quietly outperforming the chip names — the picks-and-shovels are no longer where most retail readers are looking. https://marketdecode.ai/research/weekend-decode-week-money-quietly-moved 2026-05-16 weekly 0.9 https://marketdecode.ai/og/weekend-decode-week-money-quietly-moved.png Weekend Decode: The Week the Money Quietly Moved The S&P drifted near its highs all week. Underneath, only 2 of 11 sectors had a positive week, the Mag 7 kept splitting, and insiders bought 36 of the top-50 composite names across 8 sectors. The synthesis: money is rotating to selective quality — and the index is the last thing telling you. https://marketdecode.ai/research/insiders-buying-the-dip 2026-05-15 weekly 0.9 https://marketdecode.ai/og/insiders-buying-the-dip.png The Crowd Is Selling. Insiders Are Buying Quality. The market is in risk-off mode with 9 of 11 sectors bearish. But insiders at top-quality companies are buying aggressively — V 10/0 buys, MSFT 22/1 buys. Smart money sees value where the crowd is selling. https://marketdecode.ai/research/rotation-has-a-new-leader-china 2026-05-14 weekly 0.9 https://marketdecode.ai/og/rotation-has-a-new-leader-china.png The New Market Leader Isn't Tech. It's China. China & International has led all sectors for two consecutive days. The headline indices look calm. Underneath, the marginal dollar is rotating abroad while the Mag 7 fractures. https://marketdecode.ai/research/mag-7-just-quietly-fractured 2026-05-13 weekly 0.9 https://marketdecode.ai/og/mag-7-just-quietly-fractured.png The Mag 7 Just Quietly Fractured The sector signal says 'bullish, high confidence.' The individual scores range from bearish to bullish. The basket has stopped trading like a basket.