Newsletter.
Market Insights, Research Notes & Investment Perspectives
How does an Aerospace Engineer think about investing?
Structure, precision, failure risk, and data over emotion. We see portfolio management like a complex, well-oiled mechanical system.
Semiconductors and AI hyperscalers performance. Are we in a bubble?
As tech giants pour billions into the race for AI supremacy, are we witnessing the dawn of a revolutionary new era, or just inflating the most spectacular tech bubble since the dot-com crash?
April 14, 2026 · 5 min read
June 23, 2026 · 4 min read
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