Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
On 2026-09-09 the tracked publishers put out seven pieces from six sources. Capital Wars ran a long interview with Michael Howell on global liquidity cycles. TMT Breakout published two notes: a morning wrap on Meta's new Muse AI agent and an end-of-day roundup of Goldman Sachs and Citi tech-conference recaps spanning dozens of companies. Damnang and SemiAnalysis each ran deep research pieces, on the AI memory-hierarchy standards fight and on-device versus datacenter robot inference. James Bulltard posted a personal trading-milestone update centered on Intel, and Cassandra Unchained posted a hedge-fund position update trimming both its long and short books. Every statement below is attributed to the publisher or sell-side desk that made it, in that source's own numbers; Quant Data did not verify any of it and takes no view.