Former broker, I enjoy researching companies and following the tech/energy/industrial industries and how they overlap. I love a strong company that will outlive me and endure downturns while maintaining upside exposure to new trends.
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Enterprise Mission Control & Governmental Connective Tissue - Oversold & Misunderstood by Most
Investment Thesis Palantir is positioning itself as a foundational AI deployment layer for governments and regulated industries. Unlike model providers or infrastructure hyperscalers, Palantir integrates AI into live operational workflows, with security controls, compliance guardrails, and auditability embedded into the platform.Read more
Legacy Data Management with Optionality in Digital and Infrastructure Expansion
Iron Mountain is a global information management REIT serving organizations worldwide, including a significant presence in healthcare, financial services, government, and other regulated industries. The company provides: Secure physical records storage Digital transformation and information governance Secure shredding and asset lifecycle management Expanding data center colocation services Its customer base operates under strict compliance requirements (HIPAA, financial regulatory standards, government retention rules), creating high switching costs and long contract durations.Read more
Engineered for Stability. Positioned for Growth.
Texas Instruments is in the midst of a multiyear capacity-expansion cycle that is temporarily suppressing free cash flow but materially enhancing the company’s long-term competitive position. The buildout of U.S.-based 300mm analog manufacturing is expected to structurally improve cost efficiency, support higher gross margins, and increase supply-chain resilience.Read more
AI And IoT Demand Will Revolutionize Industrial And Automotive Markets
Key Takeaways Unique manufacturing investments and favorable US policy position Texas Instruments for higher margins, strategic contracts, and accelerated profit growth as supply chains onshore. Dominance in AI-driven and connected devices markets signals strong, sustained revenue and free cash flow growth, with robust shareholder returns outpacing expectations.Read more
At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow
Qualcomm is a steady-growth backbone of the AI era - a proven, cash-generating semiconductor leader that’s quietly positioned for a major re-rating. While most attention is on data center chips from NVIDIA or AMD, Qualcomm is building the connective layer that will bring AI to the edge - powering devices, drones, vehicles, and robots that think and communicate in real time.Read more