Insider

Weekly

The power names, scored against a paced frontier

Sep 20, 2026

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8 min read

The power names, scored against a paced frontier

Thiel's seven energy positions run through a 5-question card. Which revenue depends on the next training run, which is already contracted, and the one line I check on each.

Koh K

Weekly

Sep 13, 2026

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10 min read

Optics, round 2: the 3 names I'm working through

The group fell 42% while it grew 20%. A 5-question card sorts what's been confirmed from what's already been paid for, and 3 names come out of it with one condition each.

Koh K

Insider

Compute is becoming an asset class. Here's what that means.

Aug 30, 2026

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5 min read

Compute is becoming an asset class. Here's what that means.

On October 5, the argument everyone's been having about AI infrastructure gets settled by a number anyone can look up.

Koh K

Insider

Software split into two prices this year

Aug 23, 2026

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12 min read

Software split into two prices this year

The two questions I ask before I believe any company's AI story

Koh K

Insider

The US just pointed the same weapon at a 4th kind of hardware

Aug 5, 2026

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10 min read

The US just pointed the same weapon at a 4th kind of hardware

Chinese drones, routers, and robots went first. Optical transceivers are next, and the pattern tells you what's coming after that.

Koh K

Insider

Jul 21, 2026

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7 min read

Follow the $60 billion: where TSMC's capex lands, and who keeps the margin

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.

Koh K

Insider

AI infrastructure fell on a 2028 fear. The next few weeks will test it.

Jul 20, 2026

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8 min read

AI infrastructure fell on a 2028 fear. The next few weeks will test it.

Why these names really fell, the upside management left out of the numbers, and a dated calendar of what to watch.

Koh K

Insider

CrowdStrike and Zscaler: the same AI label, opposite directions

Jul 13, 2026

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5 min read

CrowdStrike and Zscaler: the same AI label, opposite directions

One is my anchor, one I avoid. The difference is what AI does to a control point versus a chokepoint.

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

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

Weekly

Astera Labs and Credo: the pair, pulled apart

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.

Koh K

Insider

The power names, scored against a paced frontier

Optics, round 2: the 3 names I'm working through

Compute is becoming an asset class. Here's what that means.

Software split into two prices this year

The US just pointed the same weapon at a 4th kind of hardware

Follow the $60 billion: where TSMC's capex lands, and who keeps the margin

AI infrastructure fell on a 2028 fear. The next few weeks will test it.

CrowdStrike and Zscaler: the same AI label, opposite directions

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

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

Astera Labs and Credo: the pair, pulled apart

Reset and Invest