EVENTS:   Lunch - How Bull Markets Die - Jawad Mian/Stray Reflections - 03 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26      

The Great Reset: AI, Geopolitics and The End of The Cheap Chips

Counterpoint Research

Tue 10 Feb 2026 - 16:00 CET / 15:00 GMT / 10:00 EST

Topics

• Why the Memory Rally is Only half way through

• The Bear Case: Hidden Fault Lines in the AI Euphoria

• Beyond the Cycle: A Structural Re-Rating ?