Documenting my investment journey
Building Engineer ✝️ Investor ✍️ Editor
AI, Macro, Stocks & Memes. Helping investors navigate the evolving AI landscape and unlock long-term, high-growth investment opportunities by assessing industry cross-currents, innovation roadmaps and profit cycles.
Spot market asymmetries with an early investor (+10x return) and former equity analyst.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...