Gem Finder Aug 2026 - Semiconductor Packaging
The constraint on AI hardware is no longer the chip, it is getting it packaged
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Portfolio Pulse - Aug 2026
Markets at All-Time Highs Again
Aug 2026 - The Rotation Arrives
July confirmed the rotation and the crowd turned fearful. Then one signal flipped, so I am putting my cash back to work.
Gem Finder Jul 2026 - Social Networks the West Ignores
Nineteen analysts buy calls, zero sells. Net cash, 40% ROE, 8x earnings, and a share price down 40% from highs.
Portfolio Pulse - Jul 2026
A Potential Regime Change: Melt Up to Stagflation
Jul 2026 - The Tide Goes Out
Here is why I am playing defence even with the market near its highs.
Gem Finder Jun 2026 - The Under-Owned Data Governance Platform
Profitable, Temasek-backed, growing recurring revenue for twelve straight quarters, and down more than 40%.
Portfolio Pulse - Jun 2026
The melt up just got a heat check.
Jun 2026 - Bubble or not, the Melt Up is Real
Melt ups are exhilarating but usually don't end well for most. Here's how I'm positioning with one foot out the door.
Gem Finder May 2026 - The Brokerage Mispriced as a Crypto Stock
Headline missed because crypto collapsed. Everything else accelerated.