InvestmentGuru
Long-term investor focused on disruptive innovation. I research AI, Space, Robotics, and Biotech to uncover asymmetric opportunities where patience and conviction can drive long-term compounding.
Joined on 20th July 2026
CANADA
Sign up to unlock this article on Slice.
Sign up$AVGO - THE LONG HOLD Why Broadcom Is the Next Core Position
Sep 26
Broadcom is no longer a diversified chip company with an AI kicker — it is the toll booth on custom Al silicon and Al networking, with a software annuity attached. AI semiconductor revenue is tripling, the order book...
Sign up to unlock this article on Slice.
Sign upSign up to unlock this article on Slice.
Sign upSign up to unlock this article on Slice.
Sign upSign up to unlock this article on Slice.
Sign upSign up to unlock this article on Slice.
Sign upSign up to unlock this article on Slice.
Sign upCompute : The next $5 trillion AI infrastructure Supercycle
Sep 16
An investor framework for 2026-2027
The Autonomous Vehicle Stack: Where I’d Buy the Dip in 2026
Sep 13
The autonomous-driving story is finally moving from “future technology” to “commercialization.” But that doesn’t mean every AV stock deserves to be bought on a red day. The opportunity is in understanding which layer...
The AI Titans Just Agreed on Something Unthinkable — Should Investors Buy the Dip?
Sep 13
Anthropic, OpenAI and xAI just sent the AI market a message investors cannot afford to ignore. But the message is probably not what the headline suggests.
AI Giants Bet Big on NeoCloud: The Real Deal Map Behind the AI Infrastructure Boom
Sep 12
The AI infrastructure race is entering its next phase. It is no longer simply about who can buy the most GPUs.
Sign up to unlock this article on Slice.
Sign upThe Electromagnetic Battlefield: Where Defense-Tech Money Is Actually Flowing
Sep 12
There is a quieter arms race happening beneath the headlines around drones, missiles and missile defense. It is the fight for control of the electromagnetic spectrum.
ROBOTICS: THE NEXT BOTTLENECK
Sep 11
Why the $5 Trillion Physical Economy Has a Chokepoint Problem The robotics revolution has reached an important inflection point.
Optical Comms Just Got Repriced — Here's the Real Reason
Sep 10
3 Narrative Shifts Turning Optical Comms Into an AI Infrastructure Play — And What the 13Fs Confirm
The Energization Gap
Sep 9
The Energization Gap: Why 15GW of AI Compute Will Sit Dark in 2027
Nuclear Energy: A Long-Term Opportunity Fueled by AI, Energy Security & Power Demand
Jul 22
Nuclear energy is becoming one of the most important long-term investment themes as the world faces a growing electricity demand problem.