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The Technology S-Curve
In a world where tech breakthroughs can reshape entire industries, predicting how and when an innovation will take off is a critical...
J
Mar 255 min read


DeepSeek Shows the Continued Commoditization of LLMs, as Predicted
In my previous extensive notes ( Part 1 and Part 2 ) on Palantir ($PLTR), I articulated a core thesis: large language models (LLMs) are...
J
Feb 43 min read


Why Tesla's Q3 Report is Significant
By the time the US stock exchanges closed on October 24th, the Tesla ($TSLA) share price had increased almost 22% compared to the...
J
Oct 27, 20243 min read

![[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?](https://static.wixstatic.com/media/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_avif,quality_auto/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.webp)
[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?
Update: Changes to the Excel models, due to a slight calculation error. Updated on October 22nd. An analysis of $PLTR and the future...
J
Oct 21, 202417 min read


The "We Robot" Event and the Misconception About Tesla ($TSLA)
The "We Robot" Event and the Misconception About Tesla
J
Oct 13, 20245 min read

![[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor](https://static.wixstatic.com/media/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_avif,quality_auto/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.webp)
[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor
Why Palantir is an Extraordinary Company (and Quite Controversial..) So, where do I start with this note? I want to start with being...
J
Oct 2, 202419 min read


Market Dip to be Expected Before US Election on November 5th?
A Financial Market Outlook up to US Presidential Election and Beyond The month of August has been volatile, to say the least....
J
Sep 4, 20243 min read
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