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Why Ambarella’s Tiny Chips Could Rule Robotic AI Vision
Ambarella sits in an unusual spot in AI hardware.
Nov 12
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Thinking Tech Stocks
Why Duolingo is Misunderstood and Why Its Real Opportunity Hides in Kids’ EdTech
The prevailing narrative about Duolingo paints it as a “just language learning app.” It is fun and familiar, but often dismissed as niche or gimmicky.
Nov 11
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Thinking Tech Stocks
Palantir vs. Michael Burry: The High-Stakes Fight Over an AI Bubble
Palantir Technologies has become one of the market’s most polarizing names.
Nov 5
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Thinking Tech Stocks
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Duolingo’s Digital Mimzy: How a Green Owl Could Redefine Childhood Learning
In the science fiction film The Last Mimzy (2007), two children discover a box of seemingly innocuous toys that turn out to be advanced toys sent from…
Nov 1
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Thinking Tech Stocks
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October 2025
Something fun about $GRAB stock on r/WallStreetBets
not financial advice
Oct 25
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Thinking Tech Stocks
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Carvana and the Subprime Squeeze
not financial advice
Oct 22
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Thinking Tech Stocks
SE, Sea Limited, AI Ambition: Shopee Rides the Compute Supercycle in Southeast Asia Shopee AI Shopping, Malaysia AI Data Centers
Sea operates Shopee, Garena, and SeaMoney across fast-growing markets.
Oct 21
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Thinking Tech Stocks
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NVIDIA’s Next Bet: Jensen Huang Says the Next AI Wave Is Robotics
NVIDIA’s Jensen Huang has been unusually specific about timelines for humanoid robots.
Oct 15
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Thinking Tech Stocks
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BYD: The Steady Hand in an Unsteady Market
BYD’s vertical integration in LFP batteries, aggressive localization in Europe, and already-priced-in U.S.
Oct 11
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Thinking Tech Stocks
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Why a 10%+ SPY Pullback and Broader Bear Phase Look Plausible Now
not financial advice
Oct 11
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Thinking Tech Stocks
1
Portfolio Update, 10/10/25
not financial advice
Oct 11
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Thinking Tech Stocks
ACMR, ACM Research: Riding China’s Domestic-First Chip Boom
ACM Research builds wafer cleaning, plating, furnace, and track tools for semiconductor fabs.
Oct 10
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Thinking Tech Stocks
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