Archive
Dive into a collection of past posts and rediscover timeless content.
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
Tips
+1
Jun 18, 2026
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6 min read
The copper wall is back, and two companies are standing on it
The AI buildout is about to hit a wall made of copper. Here's the simple map for what comes next.
Weekly
+1
Jun 14, 2026
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9 min read
The HBM basket, fully opened
Three layers, every name across them, and what I currently hold from each
