Investment radar
Research and investment ideas
The companies I’m following
The company and the price both matter to me. This page brings together the businesses I’m following, my research and where I see value today.
Radar reviewed13 Oct 202643 companies
Where I’m focusing
The rings show how closely I’m following each business. Select a company to find the related analysis.
43 companies
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Core focus
Following closely
On my radar
Periphery
The rings reflect my current research focus. The periphery is for interesting businesses I follow less closely.
The research behind the radar
A closer look at the businesses and industries I’m following, with the story, numbers and risks that matter.
WYFI
WhiteFiber investment thesis
How WhiteFiber combines colocation, GPU cloud services and customer-funded deployments.
OUST
Ouster - The eyes of AI
The hardware, perception software and execution risks behind Ouster’s Physical AI platform.
MU / SKHY
AI memory deep dive: Understanding the industry and who's to benefit
HBM supply constraints, industry structure and the differences between the major memory suppliers.
SIVE / COHR / LITE / AVGO / NVDA
From $3 billion to $91 billion market: A deep dive into the photonics value chain
A guide to the five layers that move data through AI infrastructure using light.
ALAB
Astera Labs Deep Dive - The 'neural network' of AI
Astera’s connectivity products, competitive position, customer concentration and valuation trade-offs.
SIVE
AI photonics: All roads lead to Sivers
Sivers’ role in the photonics supply chain, with a focus on commercialization and execution.
The latest earnings recaps
My take on the latest results I’ve covered, what changed in the business and what I’m watching next.
Ouster Q2 2026 recap: The foundation for Physical AI
Q2 2026Nebius Q2 2026 recap: they could sell out 2027 today, but chose not to
Q2 2026MercadoLibre Q2 2026: the flywheel that continues to turn
Q2 2026Axon Q2 earnings recap: growth, margins and valuation
Q2 2026Palantir Q2 earnings recap: AI sovereignty
Q2 2026Bloom Energy Q2 earnings recap: A record breaking quarter
Q2 2026SK Hynix Q2 recap: Demand, HBM and the memory supercycle
Q2 2026ServiceNow Q2 2026 recap: AI control tower, cybersecurity & margins
Q2 2026For paid members Inside my investment radar
From my radar to my decisions
The radar is open to everyone. Below, I share the companies I’d consider buying today, my fair value estimates and the milestones I’m watching.
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- Reviewed weekly
My top buys
The companies I find attractive at current prices, with stronger conviction separated from secondary ideas.
- Prices refreshed daily
My fair value estimates
Compare the latest close with my estimate and see the date behind the calculation.
- From my quarterly coverage
What I’m watching next
Follow the milestones and risks in my latest quarterly coverage, then open the research for more context.
The calculation date stays visible. Estimates older than two months are flagged for review.