Tips

Jul 16, 2026

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5 min read

Why I don't pick stocks (part 1 of 3)

The real edge isn't the hot name. It's a process you can run yourself.

Koh K

Tips

A humanoid robot company is coming to the stock market

Jul 10, 2026

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5 min read

A humanoid robot company is coming to the stock market

What a SPAC is, how the Agility Robotics deal works, and what to check before you touch it.

Koh K

Tips

The Fed just changed how it talks, and the market overreacted

Jun 22, 2026

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5 min read

The Fed just changed how it talks, and the market overreacted

Warsh is signaling less and keeping it short. Markets heard the silence as hawkish. Here's how I'm reading the rest of the year.

Koh K

Tips

The copper wall is back, and two companies are standing on it

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.

Koh K

Tips

HBM revisit: where the AI memory margin actually lives

Jun 11, 2026

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5 min read

HBM revisit: where the AI memory margin actually lives

The yield cliff, what I currently hold, and the inspection layer angle

Koh K

Tips

The companies NVIDIA, Google, and Amazon are betting on

May 28, 2026

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5 min read

The companies NVIDIA, Google, and Amazon are betting on

What the Mag 7's investments reveal about where AI is actually going

Koh K

Tips

May 21, 2026

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4 min read

Google's $4 billion shopping list 🛍️

What Alphabet's SEC filing reveals about where tech is headed

Koh K

Tips

May 14, 2026

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6 min read

You don't need $20,000 to take a position in a $200 stock

LEAPs let you control 100 shares of a high-conviction name for a fraction of the cost. Here's how I think about them.

Koh K

Tips

May 8, 2026

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4 min read

I got the thesis right and still lost money

A framework for entering high-conviction stocks that already ran — without letting FOMO wreck your position.

Koh K

Tips

Apr 30, 2026

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9 min read

The market doesn't care when you retire. You should.

Five questions to ask yourself if you're approaching — or already in — the most fragile decade of your investing life.

Koh K

Tips

Apr 23, 2026

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6 min read

When your best investment becomes your biggest risk

One stock making up 20%, 30%, 40% of your portfolio isn't just a win — it's a liability.

Koh K

Tips

Why I don't pick stocks (part 1 of 3)

A humanoid robot company is coming to the stock market

The Fed just changed how it talks, and the market overreacted

The copper wall is back, and two companies are standing on it

HBM revisit: where the AI memory margin actually lives

The companies NVIDIA, Google, and Amazon are betting on

Google's $4 billion shopping list 🛍️

You don't need $20,000 to take a position in a $200 stock

I got the thesis right and still lost money

The market doesn't care when you retire. You should.

When your best investment becomes your biggest risk

Reset and Invest