Deep Dives

What Is Happening With Crypto?

Is the crypto market offering an opportunity, or should investors stay aside?

Dec 5 •

Data Center Stocks Part 3

Valuing Data Center Projects of Nebius, Iren, Cipher Mining and Terawulf

Nov 30 •

Drone Stocks for 2026

The US Army wants 1 million drones, and a few companies stand to benefit immensely

Nov 22 •

Galaxy Digital: AI Data Centers + Crypto

Crypto and AI data centers coming together to form a future giant of this new tech era

Nov 18 •

AI Data Centers: Part 2

Including the next data centers that could secure a hyperscaler deal

Nov 9 •

Top Data Center Stocks

Data center plays are hot right now, but not all are the same. Know what you're investing in

Nov 4 •

New Microcap Energy and U.S. Manufacturing Position

A $700M manufacturer building a vertically integrated U.S. energy business to profit from AI demand

Oct 28 •

Update on New Positions

Two companies with a valuation below $1.5 B and a clear 10x potential

Oct 18 •

Is AMD Overvalued?

What I'm Doing with my AMD Position

Oct 16 •

My New Physical AI Position

$1.4B valuation, 1,000+ clients in robotics and autonomous systems, including Anduril

Oct 11 •

Portfolio Update

What I'm Buying, Selling, and Holding

Oct 4 •

My New Small-Cap Stock

Triple-digit growth, a Palantir partnership, and government support

Oct 1 •

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