Exploring the people, physics, and principles driving semiconductor innovation. From planar processes to advanced lithography, from bold predictions to ecosystem orchestration - we uncover the real stories shaping the silicon era.

Financial markets and macroeconomics | Structured public markets research, valuation work and portfolio analysis.

Business, finance, markets, and money made simple. Get quick insights, discuss the stories shaping the economy, and connect with people who follow the markets.

Deep dives and more for growth-minded investors. Finding the next generation of compounders before everyone else.

My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.

My personal Substack

Providing AI & Tech supply chain information and expert calls to provide deeper insights and allow you to plan to ahead of time.

Market Sentiment is focused on one question: when AI makes intelligence cheap, which companies stand to benefit? Subscribe to get company and thematic deep dives, earnings updates, and our model portfolio (+54% YTD).

Data-driven insights on global equities and macro trends — clear, concise, and actionable.

Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.

Student, United Kingdom 🇬🇧 - Obsessed with everything to do with the stock market and general finance. Significantly outperforming Wall Street and compiling my research articles on stocks I am interested in / own. I am anti-diversification.