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Murata: Should you buy?
The world's #1 capacitor maker just became famous. That's exactly the problem. How a Kyoto ceramics house became the toll booth of the AI build-out and…
Jul 15
•
Arvind Srinivas
4
4
Know your Substrate - Decoding Front-End Wafers
A theme map of the semiconductor substrate chain, from purified sand to the exotic wafers that AI runs on
Jul 11
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Arvind Srinivas
18
5
4
Agility Robotics - Just another SPAC or entry to a parabolic theme?
Humanoid is a form of physical AI and right now, its the flavor of the town. But are we any close to humanoids? Is the stock price even making any…
Jul 5
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Arvind Srinivas
13
3
Qualcomm: Stock to buy?
Company that Apple decided to ditch has barged its way to be at the forefront of not 1 but 4 crucial themes: Physical AI, Automotive, Memory bottleneck…
Jul 4
•
Arvind Srinivas
13
2
1
My Portfolio - Stocks and Options
Drilling down my portfolio of stocks and options I own.
Jun 30
•
Arvind Srinivas
1
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Physical AI: Cut the Noise. Here Are the 15 Names that made the Cut.
Jun 8
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Arvind Srinivas
28
2
5
Vertiv (VRT): Dominating Power & Thermal management of the AI Factory
Jun 18
•
Arvind Srinivas
17
1
7
Qualcomm: Stock to buy?
Jul 4
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Arvind Srinivas
13
2
1
Nuclear energy : Part 2 - Names with meaningful upside
Jun 24
•
Arvind Srinivas
12
2
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Kraken robotics - An "undetected" defense play with a multi bagger potential
A Sonar Company Just Bet Six Times Its Revenue on Becoming Something Much Bigger. Why did they do this? What does the future hold for the company?
Jun 30
•
Arvind Srinivas
5
2
Planet Labs: Worth buying?
Most space companies sell you a rocket, a satellite, or a single photograph. Planet does things different. Read further to know how, what and whether…
Jun 26
•
Arvind Srinivas
9
1
2
Micron broke the "memory is cyclical" argument: Earnings review
What happens when the buyer blinks, you end up printing a historic quarter. Thorough beats in Rev, EPS, margin. Not often would you follow such…
Jun 25
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Arvind Srinivas
9
2
1
Nuclear energy : Part 2 - Names with meaningful upside
Naming the listed companies at each of the seven layers, where the market has the valuation wrong, and which links I'd actually own. Global universe.
Jun 24
•
Arvind Srinivas
12
2
Nuclear Energy - Part 1 : Understand the basics
A theme map of the full nuclear value chain, and the stocks positioned along it. Global universe. Figures as of June 2026.
Jun 23
•
Arvind Srinivas
8
The Platform Group SE & Co. (XTRA: TPG0) - Chaotic German eCommerce group
The Platform Group is a German e-commerce roll-up that bought, digitized, and bolted together roughly three dozen niche online marketplaces. Hit by…
Jun 20
•
Arvind Srinivas
5
2
Vertiv (VRT): Dominating Power & Thermal management of the AI Factory
Equity brief analyzing Vertiv's grid-to-chip thermal moat, 800V HVDC reference design advantages, and multi-year backlog execution.
Jun 18
•
Arvind Srinivas
17
1
7
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