Archive - The ReRate

SKHY: The Market Is Paying For One Memory Layer And Getting Three

New AI Chips have more memory than ever

Sep 21 • Blake Callahan

Investing in Neoclouds Part 2

What they’re earning, what a megawatt sells for, and which ones I’d buy

Sep 3 • Blake Callahan

August 2026

Investing in Neocloud - Part 1 - Profiles, power and more

All right, so I am going to simply push restart on this Substack.

Aug 31 • Blake Callahan

July 2026

The Cheapest Trillion-Dollar Stock on the Nasdaq (It’s Not the One You Think)

The largest U.S. listing ever by a foreign company just started trading. I read the prospectus, ran the stock through my system, bought a starter…

Jul 13 • Blake Callahan

About The Re-Rate

Some stocks don’t just go up. They get repriced.

Jul 10 • Blake Callahan

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