Archive

Dive into a collection of past posts and rediscover timeless content.

Weekly

The physical AI supply chain, three levels down (Part 1 of 5)

Jul 26, 2026

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13 min read

The physical AI supply chain, three levels down (Part 1 of 5)

The framework, the map, and where the asymmetry hides

Koh K

Tips

Jul 23, 2026

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5 min read

How I learn an industry in an afternoon (part 2 of 3)

This is exactly how I teach myself one from zero with AI.

Koh K

Insider

Jul 21, 2026

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7 min read

Follow the $60 billion: where TSMC's capex lands, and who keeps the margin

The previous two issues showed the money is real. This one traces the dollar one level down, to the toolmakers and the IP that capture the most durable value.

Koh K

Insider

AI infrastructure fell on a 2028 fear. The next few weeks will test it.

Jul 20, 2026

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8 min read

AI infrastructure fell on a 2028 fear. The next few weeks will test it.

Why these names really fell, the upside management left out of the numbers, and a dated calendar of what to watch.

Koh K

Weekly

The market says the AI buildout has peaked. Three chip suppliers just disagreed.

Jul 19, 2026

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6 min read

The market says the AI buildout has peaked. Three chip suppliers just disagreed.

ASML, TSMC, and a quality-check company most people have never heard of all reported in 72 hours. All three raised.

Koh K

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

AI chips became cities. One company builds the roads.

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

CrowdStrike and Zscaler: the same AI label, opposite directions

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

TSMC reports Thursday, and it reads the whole AI cycle

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

Archive

Dive into a collection of past posts and rediscover timeless content.

The physical AI supply chain, three levels down (Part 1 of 5)

How I learn an industry in an afternoon (part 2 of 3)

Follow the $60 billion: where TSMC's capex lands, and who keeps the margin

AI infrastructure fell on a 2028 fear. The next few weeks will test it.

The market says the AI buildout has peaked. Three chip suppliers just disagreed.

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

AI chips became cities. One company builds the roads.

CrowdStrike and Zscaler: the same AI label, opposite directions

TSMC reports Thursday, and it reads the whole AI cycle

Reset and Invest