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Featured

Mid-Year Review

Jun 4, 2026

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6 min read

Space revisit: the SpaceX IPO is the catalyst, not the trade

What changed this year, what I currently hold, and the two angles I'm watching

Koh K

Weekly

Jun 1, 2026

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4 min read

NVIDIA owns the brain. Who builds the rest?

A $9 billion business, a five-year clock, and the smaller names that scale on the same curve.

Koh K

Weekly

May 20, 2026

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4 min read

You used edge AI three times today. You probably didn't notice.

The next major AI investment cycle isn't in the cloud. It's already in your pocket.

Koh K

Articles

Tips

Jul 16, 2026

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5 min read

Why I don't pick stocks (part 1 of 3)

The real edge isn't the hot name. It's a process you can run yourself.

Koh K

VIP

Jul 14, 2026

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7 min read

AI chips became cities. One company builds the roads.

Every AI chip needs a traffic system. One small company licenses it, collects royalties on it, and just showed up in AMD's chiplets.

Koh K

Insider

Jul 13, 2026

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5 min read

CrowdStrike and Zscaler: the same AI label, opposite directions

One is my anchor, one I avoid. The difference is what AI does to a control point versus a chokepoint.

Koh K

Weekly

Jul 12, 2026

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7 min read

TSMC reports Thursday, and it reads the whole AI cycle

The four signals I'm watching in Thursday's print, and what a strong quarter would mean for the chip names I hold

Koh K

Tips

Jul 10, 2026

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5 min read

A humanoid robot company is coming to the stock market

What a SPAC is, how the Agility Robotics deal works, and what to check before you touch it.

Koh K

Insider

Jul 8, 2026

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10 min read

SK Hynix hits the Nasdaq this Friday. Here's my full read

What the 2.5% float really means, the quiet SK Square story, and how I'd size it next to Micron

Koh K

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