Deep Dive

[Deep Dive] The 800VDC Supply Chain

Everyone's chasing the chips. The real constraint is getting power to them.

Jun 12 • The Few Bets That Matter

[Deep Dive] The Real AI Bottleneck

Hyperscalers are bypassing the grid, and we should benefit from it

May 11 • The Few Bets That Matter

[Deep Dive] The Space Bull Run Playbook

We want to be where liquidity goes, and it seems to be headed to the moon

Apr 13 • The Few Bets That Matter

[Deep Dive] The SaaSpocalypse is Justified, Here's Why

Why the market is done rewarding legacy SaaS and how to profit from the wreckage.

Apr 10 • The Few Bets That Matter

[Deep Dive] The Photonics Supply Chain

From fundamentals to opportunities, one name at a time

Apr 4 • The Few Bets That Matter

[Deep Dive] Alibaba & China Thesis Update

My Alibaba position, update on the situation and my next moves

Jan 9 • The Few Bets That Matter

[Deep Dive] The AI Trade Isn't Over

Why I continue to buy AsteraLabs and why efficiency will be the next source of returns.

Dec 16, 2025 • The Few Bets That Matter

[Deep Dive] The Perfect AI Infrastructure Portfolio

Understanding the AI Chain and Its Next-Decade Winners

Oct 15, 2025 • The Few Bets That Matter

[Deep Dive] Nuclear Energy

Powering the AI revolution.

Oct 9, 2025 • The Few Bets That Matter

[Deep Dive] Palo Alto

The networking cybersecurity leader.

Sep 30, 2025 • The Few Bets That Matter

[Deep Dive] Astera Labs

Optimizing AI Data Flow.

Sep 8, 2025 • The Few Bets That Matter

[Deep Dive] Arista Network

The AI Datacenter King.

Sep 3, 2025 • The Few Bets That Matter

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