Thinking Aloud

Welcome to my blog — a corner of the internet where I post my thoughts, ideas, and cool stuff I stumble upon.

Thinking Aloud

Welcome to my blog — a corner of the internet where I post my thoughts, ideas, and cool stuff I stumble upon.

Thinking Aloud

Welcome to my blog — a corner of the internet where I post my thoughts, ideas, and cool stuff I stumble upon.

All

Research

News

Case Study

All

Research

News

Case Study

All

Research

News

Case Study

PLTR HTF Range Breakout Playbook: 27/11/25-03/11/25

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Dec 1, 2025

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Trade Review

PLTR HTF Range Breakout Playbook: 27/11/25-03/11/25

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Dec 1, 2025

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Trade Review

PLTR HTF Range Breakout Playbook: 27/11/25-03/11/25

Dec 1, 2025

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Trade Review

How Seagate (STX) is transforming from a cyclical storage company to prime AI beneficiary

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Nov 21, 2025

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Equity Research Reports

How Seagate (STX) is transforming from a cyclical storage company to prime AI beneficiary

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Nov 21, 2025

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Equity Research Reports

How Seagate (STX) is transforming from a cyclical storage company to prime AI beneficiary

Nov 21, 2025

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Equity Research Reports

Chasing Promises Over Profits: What SoftBank's Nvidia Exit Really Means

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Nov 19, 2025

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Research

Chasing Promises Over Profits: What SoftBank's Nvidia Exit Really Means

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Nov 19, 2025

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Research

Chasing Promises Over Profits: What SoftBank's Nvidia Exit Really Means

Nov 19, 2025

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Research

Deregulation Meets a Hype Cycle: How Reducing Oversight Could Amplify the Next Correction

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Nov 12, 2025

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Research

Deregulation Meets a Hype Cycle: How Reducing Oversight Could Amplify the Next Correction

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Nov 12, 2025

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Research

Deregulation Meets a Hype Cycle: How Reducing Oversight Could Amplify the Next Correction

Nov 12, 2025

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Research

Is the AI Infrastructure Boom Built on a False Premise?

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Oct 21, 2025

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Research

Is the AI Infrastructure Boom Built on a False Premise?

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Oct 21, 2025

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Research

Is the AI Infrastructure Boom Built on a False Premise?

Oct 21, 2025

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Research

Everyone Sees the Fire, But No One Grabs a Hose

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Oct 10, 2025

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Research

Everyone Sees the Fire, But No One Grabs a Hose

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Oct 10, 2025

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Research

Everyone Sees the Fire, But No One Grabs a Hose

Oct 10, 2025

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Research

Why Nvidia Is Now Rooting for AMD

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Oct 7, 2025

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Research

Why Nvidia Is Now Rooting for AMD

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Oct 7, 2025

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Research

Why Nvidia Is Now Rooting for AMD

Oct 7, 2025

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Research

Is Tech the Real Bubble, or Is Everything Else?

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Oct 6, 2025

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Research

Is Tech the Real Bubble, or Is Everything Else?

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Oct 6, 2025

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Research

Is Tech the Real Bubble, or Is Everything Else?

Oct 6, 2025

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Research