Investing visuals recap
It is that time of the month; a recap of everything I've published over the last two weeks!
Visual of the week
Two business I personally really like due to their exposure to AI data center connectivity. Both are well positioned to benefit from both the 'copper era' as well as the 'photonics' era.
New Visuals
Business battle: Alphabet vs Meta
How they make money: AMD, Microsoft & Amazon
One-pagers
Articles
Latest portfolio update: covering my thoughts on the market, review all my positions, what changes I've made, and what my plan is for the month ahead as I'm navigating the volatility.
Jan (Investing Visuals)
How I think about capital allocation: A topic inspired by a chat I had with Simon, a member of our community about how I rotate in and out of positions, what makes me decide to sell and some recent examples.
Jan (Investing Visuals)
Up next
Things you can expect for the upcoming weeks:
- My full watchlist: covering all the businesses I'm currently watching and why I'm interested in them
- New visuals (obviously): mainly focused around topics I'm currently researching like memory AND earnings season that's about to kick off this month!
- Deep dive on memory: It's one of the key bottlenecks in the AI buildout right now. In the article that I'm currently writing, I will unpack a lot of interesting nuggets about the current memory oligopoly, why it matters and who I think is the most interesting business. I believe it's a great place to look for investment opportunities right now.
That's it for now. Thank you for reading and have a wonderful day!
Cheers,
~ Jan
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