Posts
What is your perspective on quarterly performance compared to long-term tech bets?
I was reading WeRide's Q3 update and some AV companies still in showcase mode but WeRide's numbers actually moved this quarter. Their top line grew and their robotaxi side was able to grow alongside it. What surprised me was the jump in margin which leveraged a noticeable stronger gross while …
What is your investing strategy for 2026?
I’ve been trying to figure out how to position myself for next year, and I keep seeing mixed signals. A lot of people are saying international markets might actually outperform for once, especially if the dollar keeps cooling off. Bitcoin might be entering a slower cycle, U.S. stocks still feel …
Big tech going Nuclear Hype or Real?
Most people think Big Tech going nuclear is hype. They’re about to be very wrong. Microsoft, Google, and Amazon have all signed 20-year deals to buy power directly from new Small Modular Reactors (SMRs) because renewables physically cannot keep up with AI data-center demand. Nuclear is back, and this time …
Moore Threads (688795.SH) IPO
If you think NVIDIA is untouchable, remember that 3 years ago nobody believed a Chinese company could make a 4090-class card. Moore Threads claims MTT S4000 already beats A100 on some LLM benchmarks when clustered (take with salt). Still, progress is scary fast.
Stomp Capital - Richard Fertig
I'm curious to know anyone has invested in Stomp Capital through Richard Fertig. I met him online through his YouTube channel back in 2020. His information was great and came off as very legit. He started raising a fund to buy up land and develop them into: [https://www.edgecamp.com/](https://www.edgecamp.com/) I've invested …
Are we facing an everything bubble in the markets? Investors are split on this!
Global stocks have been all over the place this week, and a lot of the volatility seems tied to growing worries that AI valuations have run way ahead of fundamentals. Dan Hanbury from Ninety One even described the situation as an everything bubble, saying it’s not just AI but a …