Archive
Dive into a collection of past posts and rediscover timeless content.
Weekly
+1
Jun 28, 2026
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8 min read
The AI power basket, name by name
The energy names I hold, the order books that prove the demand, and the long-horizon names I'd only watch
Weekly
+1
Jun 23, 2026
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5 min read
Astera Labs and Credo: the pair, pulled apart
They move together on the screen. Inside the rack they do opposite jobs, and optics splits their futures.
Weekly
+1
Jun 21, 2026
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9 min read
Photonics: the full basket, name by name
My two anchors, the names around them, and the speculative tier I'd only watch
