Tag: #investment
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 22 posts
22 posts are tagged #investment; the most recent was published on 2026-06-18.
Often tagged together: #finance 14 #2026-03 9 #etf 4 #ai 3 #2026-04 2
Most read in the last 90 days:
AI Is Eating Electricity — The Power Demand Surge and the Utility Investment Theme ♪ Listenable
The power demand surge triggered by AI data centers is elevating utilities, power equipment, and transmission into a fresh investment theme. This piece lays out both the bull and bear cases, regulatory and interest rate
2026-06-18 · 24 min read #finance#ai#power-demand#utilities#data-centerThe Nuclear Renaissance — SMRs and Power in the Age of AI ♪ Listenable
Restarting reactors, small modular reactors, and a brand-new variable: AI data-center power demand. This post examines the background and data behind the nuclear renaissance narrative, presents both the bull and bear cas
2026-06-18 · 29 min read #finance#nuclear#smr#uranium#ai-powerRobotaxis and Autonomous Driving — The Investment Landscape of the Mobility Revolution
Robotaxis have entered real commercial service in a handful of cities, putting the autonomous driving investment landscape back in focus. This post covers the levels of autonomy, key players, regulation and liability, th
2026-06-18 · 18 min read #finance#robotaxi#autonomous-driving#mobility#lidarEnergy Storage and Batteries — The Core Infrastructure of the Power Era
A surge in power demand from AI data centers and the expansion of renewables are pushing energy storage systems (ESS) and batteries to the fore as core infrastructure of the power era. This post covers battery technology
2026-06-18 · 17 min read #finance#energy-storage#battery#ess#gridData Center Infrastructure Investing — The Picks and Shovels of the AI Buildout ♪ Listenable
Where does the real upside of the AI buildout live. This piece breaks down the data center value chain (real estate/REITs, cooling, power, networking, servers) through a picks-and-shovels lens, weighing both bull and bea
2026-06-18 · 28 min read #finance#data-center#ai-infrastructure#reit#coolingThe Agentic AI Industry Landscape 2026 — A Map from an Investing Lens
A map of the agentic AI industry that surged into 2026, viewed through an investing lens. We cover funding and developer-adoption trends, applications by industry, the competition between big tech and startups, the monet
2026-06-18 · 15 min read #ai#agentic-ai#industry#investment#big-techEconomics & Financial Literacy — Macroeconomics, Investment Principles, Asset Allocation, Retirement Planning ♪ Listenable
From fundamental economics to stock/bond/ETF investment principles, asset allocation strategies, tax optimization, and retirement planning. Everything you need to know about money.
2026-04-12 · 20 min read #culture#economics#finance#investment#retirement2026 Global Economy Outlook — Trade War, Interest Rates, Real Estate, and Investment Strategies
Where is the global economy heading in 2026? A comprehensive analysis covering the US-China trade war, tariffs, interest rate shifts, Korean real estate and stock markets, and investment strategies.
2026-04-11 · 14 min read #culture#economy#global#trade-war#interest-rateInterest Rates & Bonds Complete Guide for Developers: Fed 3.5%, BOK 2.5%, BOJ 0.75% Era Asset Strategy ♪ Listenable
Fed 3.5%, BOK 2.5%, BOJ 0.75% — a complete dissection of how interest rates impact tech salaries, stock compensation, real estate, and startup funding. From bond basics, yield curves, duration, Bond ETFs, I-Bonds, TIPS,
2026-03-22 · 25 min read #finance#bonds#interest-rates#investment#401k10 Voices Shaping the AI Era: From Jensen Huang to Yann LeCun, the Defining Quotes of 2025 ♪ Listenable
Jensen Huang's "1 trillion dollar AI infrastructure," Sam Altman's "GPT-5 is smarter than me," Dario Amodei's "trillions in revenue before 2030," Yann LeCun's "LLMs are complete nonsense" — the defining quotes of 10 lead
2026-03-22 · 24 min read #ai#nvidia#openai#anthropic#googleThe Complete Guide to Asset Allocation: Portfolio Strategy to Rebalancing ♪ Listenable
A comprehensive guide covering Modern Portfolio Theory, efficient frontier, asset class analysis, strategic vs tactical allocation, All-Weather and Permanent Portfolio concepts, ETF implementation, rebalancing strategies
2026-03-17 · 26 min read #asset-allocation#portfolio#investment#rebalancing#etfPersonal Finance & Wealth Building: The Complete Guide ♪ Listenable
A comprehensive guide to personal finance covering net worth calculation, budgeting strategies, emergency funds, debt management, wealth-building stages, tax optimization, and Python tools for financial planning.
2026-03-17 · 24 min read #personal-finance#budgeting#wealth-building#tax-optimization#fireComplete Guide to Dividend Investing: Building Passive Income Streams ♪ Listenable
A comprehensive guide to dividend investing from fundamentals to advanced strategies. Learn how to select Dividend Aristocrats and Kings, build ETF strategies, optimize taxes, and use Python simulations to build lasting
2026-03-17 · 20 min read #dividend-investing#passive-income#dividend-etf#schd#jepiOpenAI IPO 2026: $25B Annualized Revenue and the Future of AI Industry
OpenAI has achieved $25 billion in annualized revenue, entering final IPO negotiations in 2026. Surpassing Anthropic's $19 billion valuation, OpenAI has proven the profitability model of large language models. Investor e
2026-03-16 · 7 min read #openai#ipo#ai-industry#business#investmentStartup Valuation with DCF and Multiples Analysis in Python ♪ Listenable
A practical guide to startup valuation using DCF and multiples analysis with Python, covering financial modeling and scenario analysis.
2026-03-08 · 47 min read #finance#startup#valuation#dcf#pythoneVTOL Company Analysis - Deep Dive Comparison of Joby, Archer, and Vertical Aerospace
A comprehensive analysis of the leading eVTOL (electric Vertical Take-Off and Landing) companies - Joby Aviation, Archer Aviation, and Vertical Aerospace - covering technical specifications, certification progress, finan
2026-03-07 · 16 min read #finance#evtol#uam#joby#archerHydrogen Economy Deep Dive - Core Technologies, Major Companies, and Investment Landscape ♪ Listenable
A comprehensive analysis of the hydrogen economy covering core technologies (electrolyzers, fuel cells), major companies (Plug Power, Bloom Energy, Nel ASA, Air Liquide, etc.), government policies, cost trajectories, and
2026-03-07 · 20 min read #finance#hydrogen#clean-energy#plug-power#bloom-energyETF Investment Strategies for Developers — From Asset Allocation to Quant Backtesting
An ETF investment strategy guide for busy developers. Covers asset allocation theory, All Weather/Permanent portfolios, core-satellite strategy, and Python backtesting with data and code.
2026-03-03 · 9 min read #finance#etf#investment#asset-allocation#quantitative-finance30 Essential Finance, Economics, and Business Concepts for Developers
30 essential finance, economics, and business concepts every developer should know for salary negotiations, stock investing, and understanding startups. From ROI to DCF, PER, and margin calls -- explained with code and a
2026-03-03 · 10 min read #finance#economics#business#investment#financial-literacyThe Complete Guide to ETF Portfolio Rebalancing — Asset Allocation and Automation for Developers
A comprehensive guide to ETF portfolio rebalancing strategies. Covers time-based/threshold-based rebalancing, tax-efficient strategies, and Python automation from a developer perspective.
2026-03-03 · 8 min read #finance#etf#portfolio#rebalancing#investment