The investment framework I use to find, validate, time, stress-test, and size every position — and why having a repeatable system matters more than any single pick.

The most durable opportunities in the AI era may not be the models themselves — but the infrastructure that secures, stores, and serves everything being built on top of them.

Energy generators are sitting on an unprecedented optionality stack. AI and Bitcoin mining have turned electricity into a direct input for value creation — and the market hasn't fully priced it in.

On the philosophy of automation in finance — when to build systems, when to stay manual, and why the answer isn't always obvious.

Why the finance industry's default toward secrecy is starting to crack — and how open-sourcing tools, frameworks, and process can create more value than it gives away.