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Me

A previously energetic outgoing dad…

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I’m an Electrical engineer by trade, now leading HVDC projects specializing in offshore wind.

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Writing: my journey through life, including recovery (on-going) of chikungunya fever

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  • Ive seen a couple of times after a company dilutes, its share price doesnt decrease by the expected amount to keep the market cap the same – sometimes price actually increases after dilution. Would this be because […]
  • How is micron still trading at such a low forward P/E? with revenue increasing 75%, profit increasing 163%, profit margin up to 57% from 38%. How on earth is Forward P/E still less than 5? They have […]
  • Besides GLP-1, their other revenue lines are growing. https://www.reddit.com/r/HIMS/ Just looking at the hair loss product results, it is quite amazing. I would say they are in a good position to legitimize some of the peptides. Right […]
  • https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html As part of the announcement, Anthropic said it’s committed to spending more than $100 billion on Amazon Web Services technologies over the next 10 years. Amazon has agreed to invest up to $25 billion in Anthropic, […]
  • Some highlights from the IPO Roadshow: – Great history of pre-empting black swan events (GFC, COVID, Inflation in 2022). In all three cases, they hedged their portfolio, made billions on bearish buys (credit default swaps and the […]
  • Okay first the bull case for infinite CAR, which seems pretty clear: Oil high, flights expensive, still want to travel around, rental cars are the answer! Jet fuel shortage in Europe may cause major flight cancellations and […]
  • https://www.cnbc.com/2026/04/20/apple-names-john-ternus-ceo-replacing-tim-cook-who-becomes-chairman.html Apple said on Monday that John Ternus is succeeding Tim Cook as CEO, with Cook assuming the role of executive chairman on Sept. 1. “Cook will continue in his role as CEO through the summer as […]
  • I’d like to share my current thesis and position on Googl,I’ve been adding to my position recently around the $300 mark, tbh, I see a clear path for the stock to double over the long term. We’ve […]