Frank's research notes — investing, defense, philosophy.https://research.frankk.site/en-US© 2026 Frank · Researchhttps://research.frankk.site/en/ai-inference-chip-spectrum?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/ai-inference-chip-spectrum?utm_source=rss&utm_medium=feed&utm_campaign=research-enFrom NVIDIA GPUs to Taalas model-etched silicon, the 2026 AI inference chip landscape forms a seven-gradient spectrum from general to specialized. Each step right brings a 3-10× speedup at the cost of flexibility. The photonic compute path is blocked by the diffraction limit; the interconnect path has scaled.Tue, 12 May 2026 00:00:00 GMTAI InferenceChip ArchitectureNVIDIATPUCerebrasGroqd-MatrixEtchedTaalasPhotonic ComputingIn-Memory Computinghttps://research.frankk.site/en/cpu-gpu-distributed?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/cpu-gpu-distributed?utm_source=rss&utm_medium=feed&utm_campaign=research-enMapReduce's Reduce and NCCL's AllReduce both descend from MPI; Spark stage and PyTorch DDP step both descend from BSP. Same vocabulary, divergent engineering constraints — let's lay out fault tolerance, communication granularity, sync frequency, and programming model side by side.Mon, 11 May 2026 00:00:00 GMTdistributedGPUNCCLMPIBSPSparkNVLinkDDPhttps://research.frankk.site/en/gpu-architecture-evolution?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/gpu-architecture-evolution?utm_source=rss&utm_medium=feed&utm_campaign=research-enFrom Pascal to Rubin, compute grew 2380× over a decade while CUDA core throughput grew only 10×; hardware complexity was absorbed by Tensor Cores, the programming model expanded from Thread to five layers, while torch.matmul did not change by a single line.Mon, 11 May 2026 00:00:00 GMTGPUCUDANVIDIATensor CoreBlackwellarchitectureprogramming modelhttps://research.frankk.site/en/modern-data-stack?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/modern-data-stack?utm_source=rss&utm_medium=feed&utm_campaign=research-enOrganized by source / ingestion / processing / storage / query / serve into six layers, this note unpacks 16 mainstream open-source and commercial projects in the current data stack — their history, design, users, and typical usage.Mon, 11 May 2026 00:00:00 GMTData EngineeringData StackKafkadbtIcebergClickHouseTrinoAirflowhttps://research.frankk.site/en/descartes-hume-nietzsche?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/descartes-hume-nietzsche?utm_source=rss&utm_medium=feed&utm_campaign=research-enThe three most important demolish-then-rebuild moves in three centuries — Descartes against scholasticism, Hume against Descartes, Nietzsche against morality. A relay, and the half each is misread on.Sun, 10 May 2026 00:00:00 GMTPhilosophyDescartesHumeNietzscheMoralityhttps://research.frankk.site/en/coreweave-nebius-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/coreweave-nebius-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enSide-by-side view of two listed Neocloud companies — CoreWeave, born of crypto mining, with Q1 2026 revenue of $2.1B and backlog of $99.4B; Nebius, restructured from Yandex, with ARR of $1.2B and a $17.4B Microsoft deal. Founding stories, teams, business, capital structure, and the essential differences from Hyperscalers.Sat, 09 May 2026 00:00:00 GMTGPUCloudCoreWeaveNebiusAI InfrastructureData CentersNeocloudhttps://research.frankk.site/en/hk-cinema-pilgrimage?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/hk-cinema-pilgrimage?utm_source=rss&utm_medium=feed&utm_campaign=research-enNot going to Hong Kong to look for movies, but using movies to know Hong Kong again. From Chungking Express to Infernal Affairs, from Leslie Cheung to Beyond, from McDull to the Monster Building — a map of Hong Kong arranged by works, people, and culture.Sat, 09 May 2026 00:00:00 GMTHong KongHK cinemaCantopopWong Kar-waiJohnnie ToLeslie CheungStephen Chowhttps://research.frankk.site/en/hk-hiking-trails?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/hk-hiking-trails?utm_source=rss&utm_medium=feed&utm_campaign=research-enThe 100-km MacLehose Trail, the Lion Rock that's been sung about for fifty years, the Spring Wind Pavilion at Pat Sin Leng that the fires can't burn down — 70% of Hong Kong is country parks, and every trail threads through institutional history, an old song, or a war. 10 routes × history × culture.Sat, 09 May 2026 00:00:00 GMTHong KonghikingMacLehose TrailLion RockDragon's Backcolonial historywar remnantshttps://research.frankk.site/en/libai-dao?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/libai-dao?utm_source=rss&utm_medium=feed&utm_campaign=research-enNietzsche's Dionysus, Zhuangzi's "I have lost myself," Li Bai's solitary drinking — three postures of "self-dissolution" meet at one rhyme and depart on another.Sat, 09 May 2026 00:00:00 GMTPhilosophyNietzscheDaoismZhuangziLi Baihttps://research.frankk.site/en/philosophy-europe-pilgrimage?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/philosophy-europe-pilgrimage?utm_source=rss&utm_medium=feed&utm_campaign=research-enThe Academy in Athens, an army tent on the Danube, a tower in Bordeaux, an Ulm stove-room, the Sils-Maria boulder, a Black Forest hut — putting twelve philosophical classics back into the rooms, cities, and landscapes where they were actually written.Sat, 09 May 2026 00:00:00 GMTEuropePhilosophyPhilosophical TravelPlatoDescartesKantNietzscheHeideggerhttps://research.frankk.site/en/institutional-lag-signals?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/institutional-lag-signals?utm_source=rss&utm_medium=feed&utm_campaign=research-enInstitutions are triple-constrained "wait for earnings before deploying capital"; the AI capex relay race GPU → power → memory → networking → CPU lags 12–24 months — this is retail's window.Wed, 06 May 2026 00:00:00 GMTAI投资策略半导体数据中心股票https://research.frankk.site/en/china-policy-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/china-policy-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enStarting from systemic risks — demographics, property, local-government debt — projecting the next five years of policy dividends and sacrificed directions, and mapping them to A-shares / Hong Kong / hedges.Fri, 01 May 2026 00:00:00 GMT中国宏观周期投资策略半导体房地产https://research.frankk.site/en/ai-social-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/ai-social-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enGenerative AI is simultaneously rewriting the three layers of social media — consumption, production, and distribution. A sourced platform map showing each player's stance and three possible future scenarios.Tue, 28 Apr 2026 00:00:00 GMTAISocial MediaMetaRedditContent Platformshttps://research.frankk.site/en/nvda-moat-signals?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/nvda-moat-signals?utm_source=rss&utm_medium=feed&utm_campaign=research-enNVDA moat contrarian view — architectural convergence lets CUDA be bypassed, training is fortress and inference is the soft spot, and the true inflection signal is non-GAAP gross margin, not market share.Sun, 26 Apr 2026 00:00:00 GMTNVIDIAAIGPUSemiconductorsTransformerhttps://research.frankk.site/en/apple-ai-signals?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/apple-ai-signals?utm_source=rss&utm_medium=feed&utm_campaign=research-enApple uses gatekeeper distribution power to run multi-vendor AI sourcing, netting +$18B/yr inbound; Mac becomes the household compute hub, and smart glasses 2027 stake out the next entry point.Sat, 25 Apr 2026 00:00:00 GMTAppleAIGoogleLLMConsumer Electronicshttps://research.frankk.site/en/iraq-war?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/iraq-war?utm_source=rss&utm_medium=feed&utm_campaign=research-en2003 Iraq → 2025 Hammer → 2026 Epic Fury — same command chain, four focal lengths contracting across authorization, coalition, civil-military, and ground forces.Thu, 23 Apr 2026 00:00:00 GMTUS MilitaryJoint OperationsMilitary HistoryDefenseMiddle Easthttps://research.frankk.site/en/volatility-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/volatility-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enA complete guide to volatility trading — from RV vs. IV, VRP, skew, and the Greeks through the VIX complex, threading short-vol / long-vol / tail-risk strategies across eight chapters.Thu, 23 Apr 2026 00:00:00 GMTVolatilityOptionsOption StrategiesQuantInvestinghttps://research.frankk.site/en/forex-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/forex-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enAn FX primer — the \$7.5T/day OTC behemoth, from currency pairs and spreads to the four strategies (carry, trend, mean-reversion, event) at one go.Wed, 22 Apr 2026 00:00:00 GMTForexMonetary PolicyFederal ReserveInvestment StrategyMacro Cycleshttps://research.frankk.site/en/kelly-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/kelly-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enPicking direction only gives you expected value; picking size gives you compounding — Kelly, vol targeting, mean-variance, risk parity, CPPI, and 12 sizing formulas.Wed, 22 Apr 2026 00:00:00 GMTKellyPosition SizingInvestment StrategyQuantVolatilityhttps://research.frankk.site/en/quant-schools-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/quant-schools-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enA field guide to the eight schools of quant — HFT, StatArb, CTA, macro, factor, ML, event-driven, crypto — 11 chapters and 40+ leading firms cross-referenced.Wed, 22 Apr 2026 00:00:00 GMTQuantHedge FundsInvestingCryptoMachine Learninghttps://research.frankk.site/en/valuation-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/valuation-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enA valuation primer — five families of methods (DCF, relative, DDM, asset-based, SOTP), plus WACC, terminal value, startup valuation, and 15 classic pitfalls.Wed, 22 Apr 2026 00:00:00 GMTValuationDCFEarningsDamodaranInvestinghttps://research.frankk.site/en/primer-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/primer-resources?utm_source=rss&utm_medium=feed&utm_campaign=research-enA complete guide to reading US earnings — from the four financial statements to DAU / FCF / Rule of 40, 11 chapters and 80+ terms, each cross-walked to Reddit's actual numbers.Mon, 20 Apr 2026 00:00:00 GMTEarningsValuationUS EquitiesSECInvestinghttps://research.frankk.site/en/consumer-hardware-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/consumer-hardware-research?utm_source=rss&utm_medium=feed&utm_campaign=research-enFrom DJI to Bambu to Hypershell — the systematic Chinese playbook of compressing industrial-grade equipment by 2-3 orders of magnitude, moving military and lab hardware into the living room.Fri, 27 Feb 2026 00:00:00 GMTDJIConsumer ElectronicsChinaRoboticsSupply Chainhttps://research.frankk.site/en/llm-inference-walkthrough?utm_source=rss&utm_medium=feed&utm_campaign=research-enhttps://research.frankk.site/en/llm-inference-walkthrough?utm_source=rss&utm_medium=feed&utm_campaign=research-enUsing Llama 3 8B as the reference, walk the entire inference path from token ID → embedding → Transformer → sampling, writing out every shape transition and every key formula.Wed, 15 Oct 2025 00:00:00 GMTLLMTransformerinferenceKV CacheGPU