Ideas
Jun 10, 2026
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6 min read
Starlink, xAI, orbital compute, three bets in one.
Jun 8, 2026
Colossus 1 houses 200,000 H100s and 300MW of ready compute, neither Amazon nor Google could keep up with Anthropic's 30x growth.
Jun 3, 2026
7 min read
Largest equity offering in profitable tech history flows into TPUs.
Jun 1, 2026
And it's not even my biggest winner.
May 27, 2026
9 min read
The hidden kingmaker of AI.
May 25, 2026
The AI spending boom continues?
May 20, 2026
10 min read
AI needs power, cooling, and buildings to survive.
May 18, 2026
Markets celebrated too early.
May 13, 2026
8 min read
20x oversubscribed and still climbing.
May 11, 2026
And it’s not Nvidia.
May 6, 2026
This changes everything.
May 4, 2026
This portfolio is betting on what actually matters.
Apr 29, 2026
Microsoft lost control overnight.
Apr 27, 2026
It’s betting on the wrong layer.
Apr 22, 2026
The market got this wrong.
Apr 20, 2026
The chip no one planned for.
Apr 15, 2026
19 min read
Wall Street didn’t see this coming.
Apr 13, 2026
18 min read
It’s not who you think.
Apr 8, 2026
17 min read
Meta already has it.
Apr 6, 2026
20 min read
And the market isn’t ready.
Apr 1, 2026
16 min read
It’s not Tesla or Waymo.
Mar 30, 2026
What the market is missing.
Mar 25, 2026
15 min read
This could control everything.
Mar 23, 2026
It’s not the GPUs.
Mar 18, 2026
14 min read
8 years later, he’s back with AI.
