Archive

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

Tips

A humanoid robot company is coming to the stock market

Jul 10, 2026

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5 min read

A humanoid robot company is coming to the stock market

What a SPAC is, how the Agility Robotics deal works, and what to check before you touch it.

Koh K

Insider

Jul 8, 2026

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10 min read

SK Hynix hits the Nasdaq this Friday. Here's my full read

What the 2.5% float really means, the quiet SK Square story, and how I'd size it next to Micron

Koh K

The market panicked over one word last week

Jul 7, 2026

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6 min read

The market panicked over one word last week

What Meta actually did on July 1, the one rule that cuts through it, and who really has a problem versus who just got dragged

Koh K

Mid-Year Review

Jul 5, 2026

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6 min read

The cyber basket, name by name

The names I hold, the one I'd avoid on the AI question, and the layer that wins regardless

Koh K

Mid-Year Review

Cyber's scariest headline might be its biggest tailwind

Jul 2, 2026

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6 min read

Cyber's scariest headline might be its biggest tailwind

Why the market read Anthropic's Mythos backwards, and the simple map for what comes next

Koh K

Weekly

Power Integrations and Alpha and Omega: two ways into the 800-volt shift

Jul 1, 2026

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4 min read

Power Integrations and Alpha and Omega: two ways into the 800-volt shift

Both are my newer power-semiconductor positions. They ride the same wave from opposite ends.

Koh K

The robot in the Micron call nobody is talking about

Jun 29, 2026

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9 min read

The robot in the Micron call nobody is talking about

The demand engines under the memory shortage, the humanoid number that stopped me, and the names I watch one layer down

Koh K

Weekly

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

Koh K

Micron just tried to delete the memory cycle

Jun 26, 2026

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7 min read

Micron just tried to delete the memory cycle

Why the contracts matter more than the records, and whether memory has really stopped being cyclical

Koh K

Archive

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

A humanoid robot company is coming to the stock market

SK Hynix hits the Nasdaq this Friday. Here's my full read

The market panicked over one word last week

The cyber basket, name by name

Cyber's scariest headline might be its biggest tailwind

Power Integrations and Alpha and Omega: two ways into the 800-volt shift

The robot in the Micron call nobody is talking about

The AI power basket, name by name

Micron just tried to delete the memory cycle

Reset and Invest