Fairtree Equity Explorer | On the Ground Insights from the USA | Episode 17

1. Executive Briefing (TL;DR)

Top Key Takeaways:
- Semiconductor Market Acceleration: Semiconductor revenue is projected to hit $1 trillion by 2026, reaching goals originally set for 2030 four years early [00:03:22].
- Long-Term Agreements (LTAs) Reshaping DRAM/NAND: Memory suppliers (e.g., Micron, SanDisk) and hyperscalers (e.g., Google) are locking in 5-year take-or-pay LTA contracts to set price floors and de-risk capex expansion [00:04:41].

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1. Executive Briefing (TL;DR)

Top Key Takeaways:
- Semiconductor Market Acceleration: Semiconductor revenue is projected to hit $1 trillion by 2026, reaching goals originally set for 2030 four years early [00:03:22].
- Long-Term Agreements (LTAs) Reshaping DRAM/NAND: Memory suppliers (e.g., Micron, SanDisk) and hyperscalers (e.g., Google) are locking in 5-year take-or-pay LTA contracts to set price floors and de-risk capex expansion [00:04:41].

Fairtree Equity Explorer | On the Ground Insights from the USA | Episode 17 | Fairtree

1. Executive Briefing (TL;DR)

References

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Is India Really Growing At 7.8%? World Bank’s Neelkanth Mishra Decodes GDP Debate & Base Effect | NDTV Profit

India’s 7.8% GDP print is credible – Turn cyclical recovery into a structural one ! Sajjid Chinoy | CNBC-TV18

What Could Shake Up Markets in September? | 4 Sept 2026 | Morgan Stanley

Fairtree Equity Explorer | On the Ground Insights from the USA | Episode 17 | Fairtree

1. Executive Briefing (TL;DR)

References

More nuggets

Is India Really Growing At 7.8%? World Bank’s Neelkanth Mishra Decodes GDP Debate & Base Effect | NDTV Profit

India’s 7.8% GDP print is credible – Turn cyclical recovery into a structural one ! Sajjid Chinoy | CNBC-TV18

What Could Shake Up Markets in September? | 4 Sept 2026 | Morgan Stanley

2. Tactical Allocations & Explicit Positioning

3. Speaker Profiles & Latent Bias

4. Thematic Deep Dives

Semiconductor Structural Surge & Long-Term Agreements (LTAs) [00:03:07 - 00:06:14]

Software Sector Disruption & LLM Monetization Models [00:06:14 - 00:22:04]

Data Center Infrastructure & Circular Financing Concerns [00:22:04 - 00:24:39]

K-Shaped US Consumer & Debt Strain [00:24:39 - 00:35:38]

Healthcare Specialization, GLP-1 Disruption & Market Dislocation [00:35:38 - 00:52:30]

5. Forward-Looking Catalysts & Tail Risks

6. Hard Data & Macro Matrix

Shaky ‘26 for alt asset manager stocks, but steady asset inflows | 4 Sept 2026 | Bank of America