Archive

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

Weekly

The hybrid bonding toll booth: Adeia, fully opened

Jun 12, 2026

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9 min read

The hybrid bonding toll booth: Adeia, fully opened

The anchor name, the AMD precedent, the 2027 renewal window, and what I hold

Koh K

Tips

HBM revisit: where the AI memory margin actually lives

Jun 11, 2026

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5 min read

HBM revisit: where the AI memory margin actually lives

The yield cliff, what I currently hold, and the inspection layer angle

Koh K

Weekly

The space basket: seven names across two angles

Jun 7, 2026

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7 min read

The space basket: seven names across two angles

Semis upstream of Starlink, the SDA stack keeping the constellation alive, and what I currently hold

Koh K

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

May 31, 2026

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4 min read

Nearly 40 countries are now building on NVIDIA

Wall Street models the hyperscalers. Jensen kept pointing the analysts somewhere else entirely.

Koh K

Tips

The companies NVIDIA, Google, and Amazon are betting on

May 28, 2026

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5 min read

The companies NVIDIA, Google, and Amazon are betting on

What the Mag 7's investments reveal about where AI is actually going

Koh K

Weekly

May 27, 2026

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7 min read

NVDA quietly became a CPU company 🤫

Everyone covered Blackwell. Jensen said this other word four times, and it opens a $200 billion market.

Koh K

Weekly

Three ways to play the on-device AI cycle, and the bear case against all of them

May 24, 2026

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6 min read

Three ways to play the on-device AI cycle, and the bear case against all of them

The companies positioned for edge AI, the strongest arguments against the thesis, and where we are in the cycle.

Koh K

Archive

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

The hybrid bonding toll booth: Adeia, fully opened

HBM revisit: where the AI memory margin actually lives

The space basket: seven names across two angles

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

NVIDIA owns the brain. Who builds the rest?

Nearly 40 countries are now building on NVIDIA

The companies NVIDIA, Google, and Amazon are betting on

NVDA quietly became a CPU company 🤫

Three ways to play the on-device AI cycle, and the bear case against all of them

Reset and Invest