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Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3525 posts
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Cache Invalidation, Explained
"There are two hard things in computer science: cache invalidation and naming things." This post covers why caching is so hard, strategies like TTL, write-through, write-behind, and cache-aside, the cache stampede (dogpi
2026-06-19 · 15 min read #performance#caching#systemsAI 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#valuationAI 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 AI Rally Roller Coaster of June 2026 — Analyzing the Semiconductor Selloff and Rebound
A recap of the sharp selloff and the fast rebound in semiconductor names in early June 2026. Looks in a balanced way at the drivers of the volatility, the bull and bear views, and the principles for handling volatile mar
2026-06-18 · 7 min read #finance#ai-rally#semiconductor#volatility#nvidia2026 Second-Half Market Outlook — Reading the Road Through Scenarios ♪ Listenable
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#aerospaceStablecoins and Regulation — The Rise of the Digital Dollar ♪ Listenable
A balanced look at fiat-backed versus algorithmic stablecoin structures, the reported 1.2 trillion dollar market outlook for 2028, and the regulatory landscape spanning the U.S. GENIUS framework, EU MiCA, and Korean poli
2026-06-18 · 19 min read #stablecoins#regulation#digital-dollar#crypto#paymentsHow to Read Inflation and Jobs Data — The Signal Behind the Numbers
A guide to reading key indicators such as CPI and PCE, the unemployment rate and nonfarm payrolls, and wages, covering the difference between headline and core, base effects, and how releases move markets. This post is f
2026-06-18 · 14 min read #inflation#jobs-data#cpi#pce#macroRisk Management — Not Losing Comes First ♪ Listenable
Volatility and maximum drawdown (MDD), position sizing, stop-loss and take-profit rules, scaling in, emotion and risk, the Kelly concept, and the dangers of leverage, explained for beginners. This article is for educatio
2026-06-18 · 21 min read #finance#risk-management#stop-loss#position-sizing#investing-basicsValuation 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#pegHow to Use the Macro Economic Calendar — The Events That Move Markets
A practical guide to reading and preparing for macro data releases like FOMC, CPI, payrolls, GDP, PMI, and retail sales. We cover consensus versus actual, handling volatility events, the difference between Korean and U.S
2026-06-18 · 15 min read #finance#macro#economic-calendar#fomc#cpiThe 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 ♪ Listenable
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#lidarInstitutional Crypto Adoption — Where the Money Flows
We lay out, in balanced terms, cumulative Bitcoin ETF inflows and institutional holdings, recent outflows, custody and regulation, volatility and correlation, and a portfolio view built on small allocations and diversifi
2026-06-18 · 16 min read #crypto#bitcoin-etf#institutional#custody#portfolioReading Financial Statements — Income, Balance Sheet, and Cash Flow ♪ Listenable
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#fundamentalsTax-Advantaged Accounts for Korean Investors — Using ISA, Pension Savings, and IRP ♪ Listenable
A plain-language overview of the main tax-advantaged accounts available to individual investors in Korea — ISA, pension savings, and IRP — with their features, tax benefits, and limits. It also covers the taxation of dom
2026-06-18 · 19 min read #finance#tax#isa#pension#irpThe Fed and Rates in 2026 — Reading the Policy That Moves Markets
We lay out the June FOMC and the flexibility a strong jobs report created to hold, the tug-of-war between inflation and employment, how rates affect growth stocks, bonds, and crypto, how to read the dot plot, and scenari
2026-06-18 · 15 min read #fed#interest-rate#fomc#monetary-policy#inflationLong-Term Investing vs Market Timing — The Compounding Power of Time ♪ Listenable
Why trying to call market bottoms and tops is so hard, and how long-term investing and compounding put time on your side. We balance the cost of missing the best days, how to sit through volatility, and the quiet power o
2026-06-18 · 19 min read #finance#long-term-investing#market-timing#compounding#investment-literacyEnergy 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#gridGLP-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#investing