13 May 2026
13 minutes read
Made in Japan
Every AI chip in every data center depends on a handful of Japanese factories most investors have never heard of. Priced …
Ai
10 May 2026
9 minutes read
Different Strokes
Amazon and Meta are pouring tens of billions into AI infrastructure. One has a plan. The other is chasing a dream. …
30 Oct 2025
9 minutes read
The Question Finally Gets Asked
Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …
21 Aug 2025
7 minutes read
The Ghost of Bubbles Past
A tale of two bubbles, separated by 25 years and united by the same spectacular blindness to efficiency.
28 Jan 2025
6 minutes read
Does DeepSeek Mean NVIDIA Is in DeepS**t?
As an avid AI enthusiast who has extensively used both DeepSeek and ChatGPT, I wanted to share my thoughts with my …
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Uneducated Investor Q1 2026 Portfolio Update
How I’ve performed YTD and over the last year, every position I hold, the …
Uneducated Investor's Contrarian ETF Portfolio
I’ve always been drawn to contrarian ideas – those …
Tin: Time to Shine
In the ever-evolving landscape of commodities, tin …
Copper's Electrifying Ascent
The recent surge in copper prices to a 14-month …
Lessons Learned the Hard Way
Like many who invest, I have made my fair share of …