Palace Fund Research Notebook
A private research wiki covering AI infrastructure investments. All pages are passcode-protected. Navigate by section below.
AI Value Chain
- Cerebras — wafer-scale AI inference infrastructure, public market pure play.
- Anthropic — frontier model lab, enterprise API platform, Claude ecosystem.
- NVIDIA — dominant GPU compute stack, CUDA ecosystem, Blackwell/Rubin roadmap.
- OpenAI — frontier model lab, ChatGPT consumer brand, Stargate infrastructure co-developer.
US Reports
- March 6, 2026 — Market Report
- March 5, 2026 — Market Report
- March 4, 2026 — Market Report
- March 4, 2026 — Pre-IPO AI Share Prices After War
- USD/KRW: Historical Spike Analysis
- What Are Other Funds Doing? — Equities · Fed & Rates · Oil & Hormuz · Gold · Timeline · Who to Watch
- Full US index →