Focusing on upcoming catalysts.
Based in silicon valley.
Been a founder, startup employee, big corp employee,catalystdigest.substack.comJoined June 2025
> be the SemiAnalysis note
> jan 2026
> supply chain degens check HBM4 samples
> $MU pin speeds are actually cooked
> reduce their Rubin share to zero
> "Nvidia not ordering from them”
> market opens the note
> “MU is getting cut from Rubin lmao”
> headlines go nuclear
>
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📍 San Jose
Startup & Big Tech Vet
John's Papa
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