Writing
Stock Pitch·July 2026
Ambarella (AMBA) Pitch
A nuanced bet on an edge inference semis company
Read essayThoughts on the Market·June 2026
An Investing Thesis: Bitcoin, Google, Copper
A short memo on a couple directional bets in the markets
Read essayAI Infrastructure·March 2026
How AI Capital Expenditures Impact Semiconductor Markets
An investment thesis on the direction of the semiconductor market in the age of Artificial Intelligence
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