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Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3517 posts
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Diversification and Asset Allocation — Not All Eggs in One Basket
Why diversification works (correlation), the asset classes of stocks, bonds, cash, and alternatives, the 60/40 portfolio and its variations, rebalancing, and lifecycle allocation, explained at a beginner level. This arti
2026-06-18 · 21 min read #finance#diversification#asset-allocation#investing-basics#rebalancingDefense Stocks and Geopolitics — The 2026 Security Investment Theme Guide
Rising global defense budgets, European rearmament, the defense value chain, major companies and K-defense exports, new frontiers and the ethics debate — a balanced look at the 2026 security investment theme from both bu
2026-06-18 · 18 min read #finance#defense-stocks#geopolitics#investing#etfBitcoin 2026 — Reading ETF Flows and Volatility
After a record high in October 2025, Bitcoin corrected sharply in June 2026 alongside heavy spot ETF outflows. This piece reviews the mechanics of how ETF flows move price, the split among institutional forecasts, and th
2026-06-18 · 20 min read #bitcoin#crypto#etf#volatility#macroData Center Infrastructure Investing — The Picks and Shovels of the AI Buildout
Where does the real upside of the AI buildout live. This piece breaks down the data center value chain (real estate/REITs, cooling, power, networking, servers) through a picks-and-shovels lens, weighing both bull and bea
2026-06-18 · 28 min read #finance#data-center#ai-infrastructure#reit#coolingCybersecurity Investing in the AI Era - Both Attack and Defense Run on AI
AI is accelerating both attack and defense. As AI-driven threats, supply-chain attacks, and quantum risk lift security spending, we map the sub-fields of cybersecurity and the key company landscape, and examine the defen
2026-06-18 · 15 min read #finance#cybersecurity#ai#investing#securityBehavioral Finance — Mastering FOMO, Fear, and Greed
How cognitive biases like loss aversion, confirmation bias, herding, and anchoring distort investment decisions, and what the Fear and Greed Index actually tells us. We cover the mechanics of FOMO and panic selling, and
2026-06-18 · 22 min read #finance#behavioral-finance#fomo#fear-and-greed#investment-psychologyBonds and the Yield Curve — Reading the Early Signs of Recession
A guide to the inverse relationship between bond prices and interest rates, duration, normal and inverted yield curves, credit spreads, the link with equities, and the role of bonds in a portfolio. This article is for in
2026-06-18 · 12 min read #bonds#yield-curve#duration#credit-spread#recessionPower Grids, Copper, and Commodities — The Hidden Beneficiaries of the AI Power Buildout
The AI data center boom is lifting demand not only for chips but for the physical backbone behind them: power grids, copper, and transformers. This article examines the commodity cycle, supply constraints, and the inflat
2026-06-18 · 17 min read #commodities#copper#power-grid#ai-infrastructure#energyBig Tech Capex and AI Monetization: When Does the Money Come Back
A balanced analysis of when and how Big Tech soaring AI capital spending will return as profit. We cover depreciation and ROI, monetization paths, free cash flow, the bull and bear views, and the key risks, all backed by
2026-06-18 · 19 min read #bigtech#capex#ai#monetization#investingBiotech and Longevity Investing — How to Read the Industry of Slowing Aging
A balanced look at what makes biotech investing different (high risk, event-driven, clinical-stage) and at the components of the longevity theme — aging research, gene therapy, and AI drug discovery. We weigh regulatory
2026-06-18 · 19 min read #biotech#longevity#investing#gene-therapy#drug-discoveryDoing Investment Research with AI — Smartly, but Carefully
How to use AI tools to speed up investment research like summarizing filings, screening stocks, and translating, plus the traps of hallucination, staleness, source verification, backtest pitfalls, and data bias. From the
2026-06-18 · 16 min read #finance#ai#investment-research#llm#due-diligenceThe Humanoid Robot Investment Theme — The Future Figure, Tesla, and 1X Are Building
Humanoid robots are one of the hottest investment themes of 2026. We look at the technology, key players such as Figure, Tesla Optimus, and 1X, the value chain, the debate over adoption timing, and overheating risk, pres
2026-06-18 · 20 min read #ai#humanoid-robot#robotics#investing#teslaQuantum Computing Commercialization and Investing — Between Hype and Reality
Quantum computing is producing its first real use cases in financial optimization and pharmaceutical molecular simulation, yet its commercialization timeline and investment value remain caught between hype and skepticism
2026-06-18 · 21 min read #ai#quantum-computing#investing#cybersecurity#technologyThe Agentic AI Industry Landscape 2026 — A Map from an Investing Lens
A map of the agentic AI industry that surged into 2026, viewed through an investing lens. We cover funding and developer-adoption trends, applications by industry, the competition between big tech and startups, the monet
2026-06-18 · 15 min read #ai#agentic-ai#industry#investment#big-techOn-Device and Edge AI — When AI Moves Inside the Device
AI inference, once confined to the cloud, is moving into smartphones, PCs, and embedded devices. This post examines the three drivers (latency, privacy, cost), the rise of NPUs and on-device LLMs, and the investment and
2026-06-18 · 19 min read #ai#edge-ai#on-device#npu#llmHow to Read Market News — Filtering Out the Noise
How to separate signal from noise in the hundreds of market headlines that flood in each day. We cover checking primary sources, the narrative trap, consensus versus surprise, confirmation bias, and the use and caution o
2026-06-18 · 25 min read #finance#investing#market-news#media-literacy#behavioral-financeThe Semiconductor Memory Supercycle — How HBM Changed the Game
We examine how the memory semiconductor cycle works and use data to explain how high-bandwidth memory (HBM) rewrote the rules of the game. We weigh the competitive landscape of SK hynix, Samsung, and Micron, the cycle ri
2026-06-18 · 7 min read #finance#semiconductors#memory#hbm#sk-hynixJapan Stock Market 2026 — Escaping Deflation and Governance Reform
An analysis of the 2026 Japanese stock market through the lenses of wages and prices, governance reform, and the yen and Bank of Japan policy. We cover key sectors and foreign capital flows, the currency variable Korean
2026-06-18 · 24 min read #japan-stock#nikkei#corporate-governance#boj#yenMechanical Sympathy: Writing Code the Hardware Likes
Two pieces of code with the same time complexity can differ by tens of times in the real world, and the reason lives in the hardware. CPU caches (L1/L2/L3) and cache lines, data locality in arrays versus linked lists, br
2026-06-18 · 15 min read #performance#systems#cpuNvidia at 5 Trillion — How Far Along Is the AI Infrastructure Cycle?
Nvidia has crossed a 5 trillion dollar market capitalization for the first time ever. This article uses data to gauge where the AI infrastructure capex cycle stands today, weighing the bull and bear cases, supply-chain b
2026-06-18 · 8 min read #finance#nvidia#ai-infrastructure#capex#semiconductors