For investors who want more than a stock tip

I investigate the hype. Members see what I actually buy.

You've seen my breakdowns of big stock-market claims. My annual membership takes the next step: the investment ideas I find compelling, the reasoning behind them, and the risks I'm watching.

One yearly subscription. Research and alerts for 12 months. No promises of returns.

✓ My new buy alerts
✓ Full past-alert archive
✓ Member ebooks & reports
Member Research / Annual Access
Inside the membership

Research before
the recommendation.

A disciplined look at the opportunity, the valuation, and the downside—not just the headline.

01   Investment thesisWhy it matters
02   Valuation and timingWhat I'd pay
03   Risks and unknownsWhat could go wrong
04   Follow-up researchWhat changes
Independent perspectiveAnnual member access ↗
Beyond the reveal ↗
Less noise✦More context✦Clearer reasoning✦Realistic risks
The membership

Everything you need to follow my investment research.

Not another inbox full of breathless predictions. A place to see the opportunities I'm spending time on—and how I evaluate them.

New Buy Alerts

See the stock ideas I choose to highlight, with the rationale and key factors that matter to the decision.

Past Alerts Archive

Access previously published member buy alerts and see what I've researched before you joined.

Deep-Dive Research

Read special reports and investment ebooks on the trends, businesses, and sectors I investigate.

12 Months of Access

Receive future member research and alerts published throughout your annual membership.

How this is different

The stock reveal is only the beginning.

My free videos investigate what promoters are selling. Member research focuses on a different question: which opportunities, if any, are worth putting money behind?

01

Look past the marketing.

Separate the real business opportunity from the promotional claim.

02

Make the numbers matter.

Consider the company's valuation, growth, risks, and what expectations are already priced in.

03

Share the investment reasoning.

Explain why an idea earns attention, while being candid about what could change the thesis.

“A great story isn't enough. I want to understand the business, the price, and what needs to go right.”
The investing approach behind my research
Where I focus

The themes behind today's biggest opportunities.

My work follows companies and trends that could shape the next decade, without assuming every exciting story is a good investment.

01 / Semiconductors

AI & Chip Supply Chains

Where the demand is going, which businesses are positioned to benefit, and what investors may already be paying for.

Past research example: Micron (MU)
02 / Infrastructure

Power & Data Centers

Investment ideas behind the physical infrastructure supporting AI growth—from power systems to industrial capacity.

Past research example: Vertiv (VRT)
03 / Connectivity

Networking & Optical

The less-visible companies connecting compute, moving data, and enabling infrastructure expansion.

Past research example: Ciena (CIEN)

Companies above are examples of subjects previously researched, not current buy recommendations or representations of performance.

A more personal way to invest

See how I think about opportunities.

If you've watched my YouTube investigations, you already know I don't take promotional claims at face value. The membership gives you a deeper look at the research and ideas that stand out to me.

See Membership Details

A closer look at my approach

Thoughtful analysis, realistic expectations, and clear discussion of the risks behind each idea.

Get full access

Invest in better research.

One membership. A year of new ideas, research, and access to the archive.

Annual Research Membership

Everything in one place.

$299/ year

12 months of membership access

  • New member-only stock buy alerts
  • Access to previous buy alerts
  • Investing ebooks and exclusive reports
  • Future research published during your membership
  • Checkout and membership access managed through Gumroad
Get My 12-Month Membership

$299 billed annually. Renews yearly unless canceled. Taxes may apply.

Common questions

Before you join.

What exactly will I receive?

You'll receive access to member buy alerts, the archive of previous alerts, exclusive research reports and ebooks, plus new research published during your 12-month membership.

Do I need to be an experienced investor?

The research is written to be understandable to individual investors, but you should understand that stocks can lose value and that every investment decision depends on your own circumstances and tolerance for risk.

How often are new stock picks published?

New ideas and reports are published as opportunities arise. There is no promise of a fixed number of recommendations or a particular investment return.

Will I have access to older research?

Yes. Access to the archive of previous member buy alerts and eligible reports is included in the annual membership.

Is this a recurring subscription?

Yes. The membership is billed annually through Gumroad and renews unless canceled. You can manage your subscription using the options in your Gumroad account. Review the checkout terms before purchasing.

Are investment returns guaranteed?

No. The research represents opinions and analysis, not a guarantee of profits or personalized investment advice. Stocks, including growth and speculative stocks, can lose substantial value.

Ready to go beyond the headline?

Get the research, the reasoning, and a full year of new member content.

Join for $299 / Year
$299 / yearFull member access
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