Deep Dives

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AI energy: industry breakdown and investment opportunities

AI energy: industry breakdown and investment opportunities

A new position: my asymmetric bet on edge data center energy

A new position: my asymmetric bet on edge data center energy

From $3 billion to $91 billion market: A deep dive into the photonics value chain

From $3 billion to $91 billion market: A deep dive into the photonics value chain

My investment framework: how I select winners

My investment framework: how I select winners

Ouster - The eyes of AI

Ouster - The eyes of AI

AI photonics: All roads lead to Sivers

AI photonics: All roads lead to Sivers

Investing visuals

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How Meta makes money

How Meta makes money

Marvell analysis

Marvell analysis

How ASML makes money

How ASML makes money

The psychology of selling winners too early

The psychology of selling winners too early

TSMC

TSMC

How Microsoft makes money

How Microsoft makes money

Stock analysis

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Marvell analysis

Marvell analysis

TSMC

TSMC

Rocketlab analysis

Rocketlab analysis

ASML analysis

ASML analysis
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Micron analysis

Micron analysis
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Broadcom analysis

Broadcom analysis

Tech write-ups

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From $3 billion to $91 billion market: A deep dive into the photonics value chain

From $3 billion to $91 billion market: A deep dive into the photonics value chain
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The AI data center bottlenecks map

The AI data center bottlenecks map

AI memory deep dive: Understanding the industry and who's to benefit

AI memory deep dive: Understanding the industry and who's to benefit

My favorite software stocks to buy right now

My favorite software stocks to buy right now

AI and the future of software: who wins and who’s at risk?

AI and the future of software: who wins and who’s at risk?

2026: The comeback of software stocks?

2026: The comeback of software stocks?

My portfolio

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Portfolio update June: moving money toward bigger potential gains

Portfolio update June: moving money toward bigger potential gains

Why I bought this memory stock

Why I bought this memory stock

My investment framework: how I select winners

My investment framework: how I select winners

Portfolio update May - One out, two in

Portfolio update May - One out, two in

Portfolio update April - Up and onwards

Portfolio update April - Up and onwards

Portfolio update March - It's a Kangaroo!

Portfolio update March - It's a Kangaroo!

Timeless topics

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How I think about capital allocation

How I think about capital allocation

Don't be your own worst enemy: The psychology of investing

Don't be your own worst enemy: The psychology of investing
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Introducing: Myself. The person behind Investing Visuals

Introducing: Myself. The person behind Investing Visuals

How many stocks are enough?

How many stocks are enough?

The nuances of measuring portfolio returns

The nuances of measuring portfolio returns