Biotech is hard. Cellectis pretty much dropped 50%+ following its update/pivot. Remember it had two programs - Lasme-cel in pivotal trial a…

The stock has done nothing for a year. Micron reported today. S&D remains tight in DRAM//NAND in 2027 and even 2028. Lo…

Uniqure dropped 37% yesterday following its 4-year data update on AMT-130 for Huntington. My base case remains AMT-130…

Came across this from Jefferies....There will be problems with AI as a theme one day..... Key Takeaways from Meeting wi…

I have held Oracle for well over 10 years. I finally sold last week. Key reason was, in the world of AI, Oracle is beco…

Talk about a roller coaster. Conclusion is Matsa lives to fight another day. Quick recap = 14th September - Matsa annou…

Stock has been weak. Two updates worth commenting. Broadly, these two pieces of news were negative. The investment case…

My old PC speakers recently went radio silence. I first started looking around on eBay. The cheapest new speakers I cou…

The stock has been VERY weak so far in 2026. Three reasons: 1) It is seen as a software internet stock - can AI disrupt…

Sometimes, finishing a K-drama can feel like work that never ends. Think East Palace. Spooky is NOT one of these K-dram…

I was just looking at the electricity bill. We are with AGL (for gas and electricity). Our monthly bill has doubled bet…

These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2…

Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…

If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…

I really enjoyed See You at Work Tomorrow. A warm and fuzzy K-drama romantic comedy. A classic rom-com in an office set…