TraderMagz Research
Research
House theses on the themes, sectors and single names we track — published with the terminal's live read on each one.
Retail L2s & Launchpads
6 min read
Robinhood Chain, Pons, and Arbitrum — Retail L2 Meets Launchpad Heat
Robinhood Chain (Arbitrum Orbit L2, mainnet 1 Jul 2026) has ~$909M DefiLlama DeFi TVL two months in, while Pons — not "Ponds" — is running pump.fun-class daily fees on that chain. ARB is the stack token, not the chain token: #2 ETH L2 by DeFi TVL with a hard spot re-rate into a mid-September unlock. The note separates HOOD exposure, launchpad reflexivity, and ARB fee accrual.
HOOD
ARB
ETH
UNI
PUMP
AI Memory
8 min read
Memory Basket — SK Hynix, Micron, Samsung
AI memory is in a scarcity supercycle, not a classic PC/mobile recovery. We compare SK Hynix, Micron, and Samsung on HBM leverage, margins, contracts, and what today’s compressed multiples actually assume — with the bear case steelmanned.
MU
SKHY