Tag: #investing
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 25 posts
25 posts are tagged #investing; the most recent was published on 2026-06-19.
Often tagged together: #finance 12 #ai 5 #macro 4 #etf 3 #semiconductor 3
Most read in the last 90 days:
The Trap of Day Trading and the Case for Long-Term Investing — Money Management That Protects Your Soul ♪ Listenable
The get-rich-quick mindset drains your growth energy. Here is how day trading conditions the brain, why long-term investing and compounding are stronger, and how to manage money while focusing on your craft and protectin
2026-06-19 · 30 min read #investing#long-term#psychology#money#cultureAI Bubble or Revolution: Making Sense of the 2026 Debate ♪ Listenable
A balanced look at the debate surrounding the 2026 AI stock rally. We weigh concerns over valuations, capex, monetization lag, and circular revenue against the counterargument of real demand and productivity, comparing t
2026-06-18 · 23 min read #ai#investing#bubble#nvidia#valuation2026 Second-Half Market Outlook — Reading the Road Through Scenarios
A recap of the first half of 2026 through the lens of the AI rally and volatility, rates, and crypto, followed by the variables that will shape the second half (the Fed, earnings, geopolitics, AI monetization). We compar
2026-06-18 · 18 min read #market-outlook#investing#macro#ai-rally#cryptoThe Space and Satellite Economy - Investing in a New Frontier
Falling launch costs are bringing space down to the level of industry. Centered on satellite communications, observation, and defense, we map the growth drivers and key company ecosystem of the space economy, and examine
2026-06-18 · 16 min read #finance#space#satellite#investing#aerospaceValuation Basics — Pricing a Company with PER, PBR, and PEG
A grounding in the basics of valuation. We cover the meaning and traps of core multiples such as PER, PBR, PSR, PEG, and EV/EBITDA, the difference between growth and value, DCF and relative valuation, sector differences,
2026-06-18 · 17 min read #finance#valuation#per#pbr#pegReading Financial Statements — Income, Balance Sheet, and Cash Flow
A beginner-friendly walkthrough of the three core financial statements, the starting point for understanding a company. It covers revenue and profit on the income statement, debt and equity on the balance sheet, operatin
2026-06-18 · 18 min read #finance#financial-statements#accounting#investing#fundamentalsGLP-1 and Healthcare Innovation - How Obesity Drugs Are Reshaping Industries
GLP-1 obesity and diabetes drugs are reshaping the healthcare landscape. Centered on Eli Lilly and Novo Nordisk, we examine demand growth, supply and competition and pricing risks, and ripple effects across food and medi
2026-06-18 · 17 min read #finance#healthcare#glp1#biotech#investingIndex vs Active — Can You Beat the Market?
A balanced look at the index-versus-active debate. We cover the efficient market hypothesis, the cost and performance statistics of active (the SPIVA context), the rise of passive, the core-satellite strategy, which inve
2026-06-18 · 16 min read #finance#index-investing#active-investing#etf#investingDividend Investing — Compounding That Runs on Cash Flow
The core of dividend investing. We cover what a dividend is, yield versus dividend growth, the Aristocrats, the power of reinvestment compounding, the trap of the dividend cut, the difference between Korean (value-up) an
2026-06-18 · 17 min read #finance#dividend#investing#compounding#incomeInvesting as a System — Automation and Rule-Based Investing ♪ Listenable
How to invest by rules instead of emotion. This piece covers writing an Investment Policy Statement (IPS), automatic transfers and automatic buys, rebalancing rules, checklists, review cadence, and the traps of backtesti
2026-06-18 · 19 min read #finance#investing#automation#dca#rebalancingCustom ASIC vs GPU: An Investing Perspective on the Chip War ♪ Listenable
An investing-focused analysis of the rise of cloud providers in-house chips (custom ASICs) and the shifting inference market. We weigh Nvidia moat and the challenges to it, map the value-chain beneficiaries, and lay out
2026-06-18 · 22 min read #asic#gpu#semiconductor#investing#nvidiaDefense Stocks and Geopolitics — The 2026 Security Investment Theme Guide
Rising global defense budgets, European rearmament, the defense value chain, major companies and K-defense exports, new frontiers and the ethics debate — a balanced look at the 2026 security investment theme from both bu
2026-06-18 · 18 min read #finance#defense-stocks#geopolitics#investing#etfBitcoin 2026 — Reading ETF Flows and Volatility ♪ Listenable
After a record high in October 2025, Bitcoin corrected sharply in June 2026 alongside heavy spot ETF outflows. This piece reviews the mechanics of how ETF flows move price, the split among institutional forecasts, and th
2026-06-18 · 20 min read #bitcoin#crypto#etf#volatility#macroCybersecurity Investing in the AI Era - Both Attack and Defense Run on AI
AI is accelerating both attack and defense. As AI-driven threats, supply-chain attacks, and quantum risk lift security spending, we map the sub-fields of cybersecurity and the key company landscape, and examine the defen
2026-06-18 · 15 min read #finance#cybersecurity#ai#investing#securityPower Grids, Copper, and Commodities — The Hidden Beneficiaries of the AI Power Buildout
The AI data center boom is lifting demand not only for chips but for the physical backbone behind them: power grids, copper, and transformers. This article examines the commodity cycle, supply constraints, and the inflat
2026-06-18 · 17 min read #commodities#copper#power-grid#ai-infrastructure#energyBig Tech Capex and AI Monetization: When Does the Money Come Back ♪ Listenable
A balanced analysis of when and how Big Tech soaring AI capital spending will return as profit. We cover depreciation and ROI, monetization paths, free cash flow, the bull and bear views, and the key risks, all backed by
2026-06-18 · 19 min read #bigtech#capex#ai#monetization#investingBiotech and Longevity Investing — How to Read the Industry of Slowing Aging ♪ Listenable
A balanced look at what makes biotech investing different (high risk, event-driven, clinical-stage) and at the components of the longevity theme — aging research, gene therapy, and AI drug discovery. We weigh regulatory
2026-06-18 · 19 min read #biotech#longevity#investing#gene-therapy#drug-discoveryThe Humanoid Robot Investment Theme — The Future Figure, Tesla, and 1X Are Building ♪ Listenable
Humanoid robots are one of the hottest investment themes of 2026. We look at the technology, key players such as Figure, Tesla Optimus, and 1X, the value chain, the debate over adoption timing, and overheating risk, pres
2026-06-18 · 20 min read #ai#humanoid-robot#robotics#investing#teslaQuantum Computing Commercialization and Investing — Between Hype and Reality ♪ Listenable
Quantum computing is producing its first real use cases in financial optimization and pharmaceutical molecular simulation, yet its commercialization timeline and investment value remain caught between hype and skepticism
2026-06-18 · 21 min read #ai#quantum-computing#investing#cybersecurity#technologyHow to Read Market News — Filtering Out the Noise ♪ Listenable
How to separate signal from noise in the hundreds of market headlines that flood in each day. We cover checking primary sources, the narrative trap, consensus versus surprise, confirmation bias, and the use and caution o
2026-06-18 · 25 min read #finance#investing#market-news#media-literacy#behavioral-finance