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Your first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research.
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- AI Networking - OCP Update · 48 dkThe recent news that both $META and $ORCL had selected $NVDA ’s Spectrum-X for their AI Ethernet fabric initially sent a shiver down my spine. On the surface, this looked like a…
- Arista Networks - Analyst Day Thoughts · 21 dk · Sezon 1 Bölüm 8$ANET hosted analysts recently and that market didn’t like what it heard. I think this dip is a buying opportunity. Here is a summary of my investment research generated with…
- Micron - Breaking the Cycle? · 20 dk · Sezon 1 Bölüm 7$MU just raised its Q4 2025 guidance. This puts Micron at a 2025 P/E ratio of around 15. Is Micron an emerging leader in High Bandwidth Memory (HBM) for AI applications? Is the…
- Nebius - The AI Cloud Pure Play · 33 dk · Sezon 1 Bölüm 5$NBIS crushed earnings last week. Here is why they aren’t just another cloud company, and why they will outcompete in cloud AI. Here is a summary of my investment research…
- Lemonade is Reinventing Insurance · 17 dkLemonade $LMND isn’t new on the scene. But the insurance-tech company has started hitting some key milestones. Here is a summary of my investment research generated with…
- Fluence - Redefining the Energy Grid · 23 dk · Sezon 1 Bölüm 4The AI infrastructure boom is just getting underway. This requires a re-think of the energy grid as we know it. Fluence $FLNC provides grid scale battery solutions and is set to…
- Vertiv - Powering and Cooling the AI Supercycle · 19 dk · Sezon 1 Bölüm 3The AI infrastructure boom is just getting underway. I’m looking at other ways to ride the wave in addition to the obvious plays like Nvidia. Vertiv $VRT is one of those. Here is…
- What Went Wrong with UNH? · 6 dkA lot has been said about the crash in UNH. There are plenty of dip buyers - I think they are wrong in. Here is a summary of my investment research generated with NotebookLM. In…
- Oscar Health Investment Analysis · 21 dk · Sezon 1 Bölüm 2I’m sure you’ve heard of Oscar Health ($OSCR). It’s doing the rounds as one of the current stock picks in the online investment community. But how many people actually know the…
- The Investment Case for Uber · 18 dk · Sezon 1 Bölüm 1The investment case for Uber. Why I believe uber stands to benefit the most from the autonomous vehicle revolution. This is a public episode. If you would like to discuss this…
