Ken Griffin Portfolio: Citadel Top Holdings (Q2 2026)
Citadel reports $76 billion in investment capital, while its regulatory filing lists $570.62 billion in assets under management. Neither figure...
113 Views
Green Ash Horizon Fund Falls 10% in July as AI and Semiconductor Momentum Reverses
Green Ash Horizon Fund fell 10.02% in July, sharply underperforming the MSCI World’s 0.51% gain as a broad momentum unwind hit technology and...
110 Views
I investigate companies for a living (sort of)
I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...
130 Views
Tech Supply Chain Tracker (26-Dec-2025): Japanese startup advances diamond semiconductors
A Japanese startup advances diamond semiconductors for EVs and satellites, Taiwan approves AI regulations, Softstar rebrands to focus on chips...
182 Views
Investor's guide to AI Capex
Much has been written these days on the bloating AI capex spends across the tech majors. A JP Morgan report said we need to create a stratospheric...
250 Views