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Daily reflections on markets, signals, and long-term vision.

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Oct 26, 2026
Sector Intelligence
The Next AI Bottleneck: Everything Between the Grid and the GPU
AI's next bottleneck is moving beyond chips. Power availability, grid connections, transformers and cooling systems are becoming critical constraints on data center...
Oct 17, 2026
Sector Intelligence
Why Good News Can Send a Stock Lower
Strong earnings do not always mean rising stock prices. Ieva Bružaitė of Orion Capital examines why market expectations, valuations and forward guidance...
Oct 11, 2026
Briefings After Hours
Weekly Market Recap (October 5–9, 2026): Wall Street Broadened Its Rally. AI Stocks Faced a Reality Check.
Wall Street's rally broadened during October 5-9, 2026, while AI stocks faced renewed scrutiny, Ieva Bružaitė, Founder of Orion Capital, examines market...
Oct 04, 2026
Briefings After Hours
Weekly Market Recap (September 28 – October 2, 2026): A 24-Year High in Yields, Undone by 29,000 Jobs
A volatile week ended with a sharp shift in market expectations as September payrolls rose by just 29,000. Ieva Bružaitė of Orion...
Oct 02, 2026
Sector Intelligence
Micron’s Customers Are Paying Up Front. That’s the Number I’m Watching.
Micron's customer prepayments are becoming one of the clearest signals of tight AI memory supply. Ieva Bružaitė examines what contract liabilities reveal...
Sep 22, 2026
Sector Intelligence
The Trump-Xi Summit: What It Means for AI Stocks
Ieva Bružaitė, Founder of Orion Capital, examines what the Trump-Xi summit could mean for AI stocks, semiconductors and rally already pricing in...
Sep 19, 2026
Sector Intelligence
AI Is Becoming Strategic Infrastructure
AI is becoming strategic infrastructure as Europe accelerates investment in defence technology, sovereign AI, semiconductors, cybersecurity and resilient digital infrastructure.
Sep 14, 2026
Sector Intelligence
Oil Prices and Semiconductor Stocks: When Oil Sets the Price of Silicon
By Ieva Bružaitė | Founder, Orion Capital | September 14, 2026 Executive Summary Oil prices and semiconductor stocks are moving in opposite...
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01
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02
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03
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04
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Works

Publications

I
Mars Tale
Marso pasaka
A cosmic story about connection, memory, and becoming. Written for children. Felt by all.
Discover →
II
Investments with a Soul
 
A forthcoming work on the philosophy of capital — where numbers meet values, and strategy meets meaning.
Coming soon
III
Orion Capital Guides
Research Series
A curated series for the thoughtful investor. Depth without noise. Clarity without compromise.
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