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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

Tips

Micron fell 41%. It got half back in 13 trading days.

Oct 15, 2026

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8 min read

Micron fell 41%. It got half back in 13 trading days.

Micron, Sandisk and Marvell all got cut 40% to 58% this summer and won back half the drop in about 3 weeks. Broadcom didn't. Here are the lines I draw in TradingView to tell the difference, with screenshots.

Koh K

Weekly

5 questions to ask your AI stocks when borrowing gets expensive

Oct 11, 2026

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9 min read

5 questions to ask your AI stocks when borrowing gets expensive

The 10-year Treasury touched its highest level since 2002 this week. Rates hurt most where a company has to raise money before its spending pays off. Here are the 5 questions I'm running on every AI name I follow.

Koh K

Tips

Oct 8, 2026

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5 min read

My NVIDIA worry was vague. AI made it a number I check every quarter.

I gave AI a worry I couldn't check and NVIDIA's filings. It handed back a rule with a number in it, and that rule went off last quarter. The prompt is below, free.

Koh K

Tips

Oct 4, 2026

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9 min read

AI agents are users now. Who issues the badge?

Two agent failures, an FTC investigation and a permission check priced at $0.000025. Nine names, and a test of which security vendors customers will pay extra for.

Koh K

Weekly

Oct 4, 2026

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9 min read

AI agents are users now. Who issues the badge?

Two agent failures, an FTC investigation and a permission check priced at $0.000025. Nine names, and a test of which security vendors customers will pay extra for.

Koh K

Tips

Oct 1, 2026

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4 min read

Meta's AI app beat ChatGPT's launch. 95% of its users were already on Facebook.

Muse went to No. 1 on the App Store within 2 weeks, mostly on people Meta already had. Distribution is one of the few moats you can see in the numbers, and testing for it takes 3 questions.

Koh K