Thank you, Jake, for your kind words and for the pledge. I truly appreciate it

I’ve been thinking for some time about creating a Substack where I can transform my X articles, posts, takes, and deep-dive analyses into something more readable, lasting, and easily accessible for those who want to explore my archive. I’m grateful to my followers for encouraging me to take this step, so here I am!

I’ll be posting due diligence reports and red flag analyses on companies, specifically those related to AI (neoclouds, hyperscalers, AI labs, and any companies involved in this space), semiconductors, and the Magnificent 7. Additionally, I’ll share my perspectives on technology developments coming from China, along with analysis of their progress, trajectory, and comparisons to the US.

Looking ahead, when this bubble eventually bursts, I hope to write notes, articles and reports highlighting companies I believe are diligent, with management teams that have long-term vision and lead their organizations effectively. That’s what you can expect in the future.

Last, I've also been giving a lot of thought to when and how to finally introduce paid subscriptions. My goal is to make sure the value you receive truly justifies what you pay, while keeping the pricing as accessible as possible. For now, any pledge you make would be a meaningful indicator for me.