Mid-Year Review
Weekly
+1
Jun 28, 2026
•
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
Weekly
+1
Jun 21, 2026
•
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
•
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
•
9 min read
The HBM basket, fully opened
Three layers, every name across them, and what I currently hold from each
Tips
+1
Jun 11, 2026
•
5 min read
HBM revisit: where the AI memory margin actually lives
The yield cliff, what I currently hold, and the inspection layer angle
