Alex Corrino · Markets after dark

Watching the tape, building the tools.

Hedge fund CIO. Former professional poker player. I build focused tools around the questions I trade: factor rotation, AI memory supply, what the tape is saying.

FCTR ▲ LIVE MEMA ▲ LIVE TAPE ▲ WEEKLY HBM DEMAND ▲ ~5× BY 2030 SUPPLY ▼ CAN'T KEEP UP FW 3000 ▲ FACTOR INTERNALS HEADLINES ▼ FEWER SIGNAL ▲ MORE ALEXCORRINO.COM ● AFTER HOURS

Portfolio

Projects

One question per site. This index grows as things ship.

Factor Watch

factorwatch.ai Live

Daily factor internals over the FW 3000: point-in-time quintile portfolios, z-scored moves, rotation flags, breadth and seasonality. Updated through the session.

Memory Analyst

memoryanalyst.com Live

The AI memory thesis on annual rates. Yearly HBM demand is set to outrun global manufacturing capacity this decade. This site tracks the gap.

Mind The Tape

mindthetape.com Live

A weekly read on global markets: price, flows and positioning. Fewer headlines, more signal.

More in the works. This page updates as projects go live.

About

The short version

Alex Corrino is the name I publish under. I run a hedge fund as CIO and played poker professionally before that. Both are games of incomplete information. The edge is in the numbers most people skip.

The sites here come out of that work. Factor Watch is the daily dashboard: factor internals over a self-built Russell 3000 style universe. Memory Analyst is a standing thesis on AI memory demand and supply. Mind The Tape is the weekly note on price, flows and positioning.

Watching the tape, building the tools.

Projects

The short version

Find me