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May 14, 2026
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6 min read
LEAPs let you control 100 shares of a high-conviction name for a fraction of the cost. Here's how I think about them.
Weekly
May 11, 2026
5 min read
NVIDIA will almost certainly beat. That's not the question.
May 8, 2026
4 min read
A framework for entering high-conviction stocks that already ran — without letting FOMO wreck your position.
May 5, 2026
9 min read
Where every name in your portfolio actually sits in the agentic shift — and how to identify them like a boss.
May 4, 2026
The metric that built fifteen years of SaaS valuations is being replaced. Here's what's replacing it — and how to read it.
May 3, 2026
10 min read
Microsoft's CEO said the quiet part out loud — and it changes how to read every software earnings call from here.
Apr 30, 2026
Five questions to ask yourself if you're approaching — or already in — the most fragile decade of your investing life.
Apr 28, 2026
When inference and agentic workloads scale, the silicon mix inside the AI rack rebalances. Most portfolios haven't priced this in.
Apr 27, 2026
Buried in Intel's earnings Q&A was a contract structure that changes how to think about every semi name in your portfolio.
