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Featured

Mid-Year Review

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

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

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

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

Insider

Compute is becoming an asset class. Here's what that means.

Aug 30, 2026

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5 min read

Compute is becoming an asset class. Here's what that means.

On October 5, the argument everyone's been having about AI infrastructure gets settled by a number anyone can look up.

Koh K

Tips

What happens after the number stops being the problem (part 3 of 3)

Aug 27, 2026

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4 min read

What happens after the number stops being the problem (part 3 of 3)

The balance went past everything I'd aimed at and my Tuesday stayed exactly the same shape. Here's the question that replaced it.

Koh K

VIP

"Memory" hides three different businesses. Only one prices like a monopoly.

Aug 25, 2026

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7 min read

"Memory" hides three different businesses. Only one prices like a monopoly.

DRAM, NAND, and HBM are not the same thing. Why HBM breaks the brutal memory cycle, the three companies that own it, and how it is taxing everything else.

Koh K

Insider

Software split into two prices this year

Aug 23, 2026

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12 min read

Software split into two prices this year

The two questions I ask before I believe any company's AI story

Koh K

Tips

Accidentally work-optional (part 2 of 3)

Aug 20, 2026

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6 min read

Accidentally work-optional (part 2 of 3)

I'd been tracking balances for years without once asking the question that mattered. Then the job ended and I had to.

Koh K

Weekly

Aug 16, 2026

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8 min read

The AI Optics Market Has 2 Clocks

One of them barely moves the number. The other adds about 60% to it, and it doesn't start until 2028.

Koh K