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Insider
Aug 5, 2026
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10 min read
Chinese drones, routers, and robots went first. Optical transceivers are next, and the pattern tells you what's coming after that.
Jul 21, 2026
7 min read
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.
Jul 20, 2026
8 min read
Why these names really fell, the upside management left out of the numbers, and a dated calendar of what to watch.
Jul 13, 2026
5 min read
One is my anchor, one I avoid. The difference is what AI does to a control point versus a chokepoint.
Jul 8, 2026
What the 2.5% float really means, the quiet SK Square story, and how I'd size it next to Micron
Weekly
+1
Jul 1, 2026
4 min read
Both are my newer power-semiconductor positions. They ride the same wave from opposite ends.
Jun 23, 2026
They move together on the screen. Inside the rack they do opposite jobs, and optics splits their futures.
