Doug

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

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…

Went to Fujitori over the wkend. It was full at 6:45 on Satuday. Lucky, we made a reservation. Overall, it is different…

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…

Our swimming pool has a dark patch where the pebblecrete has peeled off where one can see the concrete. See Pic 1. Foun…

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

This is a truly rare recommendation from me. Background is I have never cooked in my life. I can "cook" instant noodle…