אALEPH INSIGHT
Exploring the Edge of
AI & Finance
The First Letter of a New AI-Driven Era
Aleph explores the intersection of AI technology and financial markets. Discover deep technical insights and market intelligence — all in one place.
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Latest Insights
AI의 현장 (ai-applications)
Why Operating AI Agents Is Difficult — Behavioral Drift, AgentOps, and Agent Steward
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AI 기업 분석 (ai-companies)
Who Loses Money If AI Data Centers Stop? Oracle Project Jupiter Analysis
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AI 기업 분석 (ai-companies)
Who Is Using Expensive Capital Most Efficiently — Comparison of AI CAPEX and Cash Flow at 5 Big Tech Companies
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거시경제·보고서 (macro)
Interest Rates Rises, But AI Stocks Rise — The Two Faces of the “Race for Capital” Spoken of by Kevin Warsh
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AI의 뼈대 (ai-infra)
Will arguments for AI moderation, the plunge in semiconductor stocks, and the financial burden on Big Tech change AI investment?
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거시경제·보고서 (macro)
Why Did AI Stocks Rise When U.S. CPI Was Stronger Than Expected? — Signals from Oil Prices, Oracle, and 10-Year Treasury Bonds
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거시경제·보고서 (macro)
Treasury Buybacks Are Not QE — Is U.S. Money Really Heading Toward AI?
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AI의 현장 (ai-applications)
What is a Term Premium? — Why AI Stocks Get Hit by Interest Rates Twice
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거시경제·보고서 (macro)
While U.S. CPI and PPI fell, AI stocks were different — Why you need to look at discount rates and earnings together
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