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Memory Wall · Brier-audited

Druckenmiller's AI inference basket

Stan's Q1 2026 13F shows 30+ new positions in AI inference memory + IO + networking. We track all 6 daily with Brier-audited predictions.

Open source on GitHub →

The 6 tickers

AVGO

Broadcom

Druck: ~6.5%

Custom AI ASICs + networking switches

INTC

Intel

Druck: ~3.0%

Server CPUs + foundry roadmap recovery

ARM

ARM Holdings

Druck: ~4.5%

Datacenter Neoverse design-win royalty

Micron

Druck: ~5.5%

HBM3E + DDR5 — direct memory wall play

STX

Seagate

Druck: ~2.5%

Mass storage for AI training data lakes

WDC

Western Digital

Druck: ~2.0%

NAND for inference cache + storage tier

Why Brier audit

Most stock newsletters cherry-pick winners. This one publishes every prediction with a timestamp, then resolves it against actual price action. The Brier score is the differentiation — anyone can publish bullish theses, few will get scored honestly.

Daily brief at 14:00 ET. Cron-managed. Cost ~$0.03/day.

Related: /predictions feed · /council · /quant-bench

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