What does the world look like 18 months from now?

That’s the question I ask myself every single day.

I’m a tech industry analyst who spent years inside Semiconductor supply chain — passive components, substrates, advanced packaging, optical interconnects (CPO / silicon photonics) — before expanding across the AI supply chain, data centers, and select traditional sectors (energy, consumer, financials). The only constant in this industry is change. My job is to find the insight hiding inside that change — and then share it.

What you’ll find here:

Daily Notes — first-hand observations from the supply chain and markets. Short, fast, direct.

Friday Weekly Update — supply chain checkpoints, US earnings transcript breakdowns, and key events for my watchlist names

Monthly Deep Dive — one month, one company, taken apart completely

Paid subscribers additionally get

Portfolio updates on my highest-conviction names, plus full financial models with all underlying assumptions — built from my own primary research, not recycled numbers.

Investment Philosophy

Top-down and bottom-up, used together. I don’t forecast the economy, and I don’t drive by the rear-view mirror — I follow where the data is trending and position with it. Humble optimism when conviction is high, patient caution when it isn’t — and always prepared to prove myself wrong.

If you also want to know what the world looks like 18 months from now — subscribe, and let’s find out together.