AI energy: industry breakdown and investment opportunities
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
My investment framework: how I select winners
AI photonics: All roads lead to Sivers
How they make money
How Meta makes money
Stock analysis
Marvell analysis
How they make money
How ASML makes money
Investing visuals
The psychology of selling winners too early
Stock analysis
TSMC
How they make money
How Microsoft makes money
Stock analysis
Marvell analysis
Stock analysis
TSMC
Stock analysis
Rocketlab analysis
Investing visuals
ASML analysis
Stock analysis
Micron analysis
Investing visuals
Broadcom analysis
From $3 billion to $91 billion market: A deep dive into the photonics value chain
Tech write-ups
The AI data center bottlenecks map
AI memory deep dive: Understanding the industry and who's to benefit
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?
Tech write-ups
2026: The comeback of software stocks?
Portfolio update June: moving money toward bigger potential gains
Why I bought this memory stock
My investment framework: how I select winners
Portfolio update May - One out, two in
Portfolio update April - Up and onwards
Portfolio update March - It's a Kangaroo!
Timeless topics
How I think about capital allocation
Timeless topics
Don't be your own worst enemy: The psychology of investing
Timeless topics
Introducing: Myself. The person behind Investing Visuals
Timeless topics
How many stocks are enough?
Timeless topics
The nuances of measuring portfolio returns
