A private investor's framework for navigating technology and markets — augmented by AI, guided by judgment
30
Mar

Braze: 18 Quarters of Data vs. One AI Narrative

11 min read
27
Mar

The AI Buildout Reaches the Deployment Layer — Dell Has a $43B Head Start

7 min read
23
Mar

UiPath Six Months Later: The Data Confirms the Crossroads

3 min read
22
Mar

Planet Labs: The Company That Photographs the Entire Earth Every Day — And Why the Stock Just 10x'd

15 min read
20
Mar

Micron HBM4: Production Reality vs. Expert Opinion

6 min read