2026.10.10 | Substack | Media | Newsletter Subscriber Update

In my last update, I talked about making the investment takeaways clearer and the research easier to use. I want to build on that with something more concrete.

All of the content you’re here for will continue and get better. The company deep dives, earnings breakdowns, financial models and industry research are staying. I’ll also keep exploring new opportunities as the coverage expands.

I’m adding a more organized way to follow my current investment thinking.

My goal is for you to get more actionable value from the work: understand which companies interest me, the prices I’m looking for, and how new information changes my view.

A weekly investment update

I’ll bring that thinking together each week, covering:

• My watchlist and the prices where I’d be interested in buying, with the reasoning behind them
• Valuation updates and the risks I’m weighing
• Meaningful changes to company theses or basket allocations
• My general positioning and changes to my own holdings

That gives you a regular place to find my latest views. If a stock has moved beyond the price I find attractive, or a new development changes my earnings assumptions, I want that to be easy to see.

Some weeks there will be more to discuss than others. The point is to keep you informed as the opportunities develop.

My goal is to release these each Sunday (starting next week) before overnight trading.

Thematic baskets

I will have three clear baskets (with tabs and pinned posts to easily access info) for readers who want longer-term exposure to the themes I cover:

Optics: I’ll refresh my existing optical mock ETF with updated selections and weights, incorporating the research and industry developments we’ve been discussing.

Hyperscalers: I’ll build on my recent report to bring the companies, relative weights and valuation work into one clear basket.

Physical AI: I’m still building this out and have two research reports left to finish. Once that work is complete, I’ll bring the portfolio together into a completed basket and adjust the selections and weights based on the full research.

AI Medicine and Healthcare will follow as I develop the research. I’ve already shared some initial thoughts, and I’m excited to dig further into the companies before building a basket around my preferred opportunities.

Each basket will show how I’d approach allocation within that theme, with illustrative weights and links to the deeper company research.

My weekly updates will cover any changes, updated valuations and the prices where I’m interested in buying.

This reflects how I invest too. I have longer-term holdings that I’m gradually building and don’t touch often. When I make changes, I’ll share them in my updates.

I’ll make clear which allocations belong to the basket framework and what I’m doing personally, so you can use the research to make your own portfolio decisions.

Pricing

I’ll be raising subscription prices soon for new subscribers as I continue building out the platform.

If you’re already a paid subscriber, your current price will remain locked in for as long as you remain a paid subscriber.

If you’ve been considering joining, you can still subscribe at the current pricing before the increase. I’ll share the new pricing and timing in a separate update.

You can sign up here:

Subscribed

I’m excited to bring this together. You’ll continue getting the research, with more practical information to help you evaluate the opportunities for yourself. Thank you to everyone supporting the work.

I have big ambitions for this page that will gradually take place. I don’t want to shift up too much at once. Just know that with each incremental update, the value should only improve.