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Deep Dives
Deep Dives
From $3 billion to $91 billion market: A deep dive into the photonics value chain
Deep Dives
AI memory deep dive: Understanding the industry and who's to benefit
Deep Dives
A hidden gem in the AI scaleout
members only
My portfolio
My investment framework: how I select winners
Deep Dives
A new position: my asymmetric bet on edge data center energy
Investing visuals
Stock analysis
Tech write-ups
Deep Dives
From $3 billion to $91 billion market: A deep dive into the photonics value chain
Deep Dives
AI memory deep dive: Understanding the industry and who's to benefit
members only
Tech write-ups
The AI data center bottlenecks map
Tech write-ups
The semi sell-off: opportunity?
Tech write-ups
My favorite software stocks to buy right now
Tech write-ups
AI and the future of software: who wins and who’s at risk?
My portfolio
members only
My portfolio
Why I consider selling these two positions
Tech write-ups
The semi sell-off: opportunity?
My portfolio
Portfolio update June: portfolio reached an all-time-high
My portfolio
Why I bought this memory stock
members only
My portfolio
My investment framework: how I select winners
My portfolio
Portfolio update May - One out, two in
Timeless topics
Timeless topics
How I think about capital allocation
Timeless topics
Don't be your own worst enemy: The psychology of investing
paid only
Timeless topics
Introducing: Myself. The person behind Investing Visuals
Timeless topics
How many stocks are enough?
Timeless topics