Insights
Deep dives into technology, markets, and investment opportunities
AMD at $1 Trillion: The Coming Stall
AMD joined the $1 trillion club after a 180% run, priced richer than NVIDIA on sales and earnings. With 320M warrant shares vesting and the stock already pricing in 2027 perfection, expect a year of digestion. Charts, scenarios, and what breaks the argument.
The Equal-Weight Panic Is an Earnings Story, Not a Bubble Warning
Equal-weight S&P 500 lags by the most in 24 years, with 2000 echoes. But seven companies added $400B in earnings since 2022 versus $358B for the other 493 combined. The divergence is earnings, not multiples, with charts.
Akamai Joins the Golden Trio
NVIDIA's Open Agent Safety Platform pairs OpenShell with Akamai Guardicore on BlueField-4 DPUs. NVIDIA, Palantir, and Akamai now co-build the agent-containment stack, and Akamai is the only member you can still buy cheap. Two layers: the simple version and the technical version.
What Indian Stocks Cost: Nifty Multiples by Sector, Size, and History
The mirror image of the US: the Nifty 50 is cheap versus its own history while smallcaps trade 75% above it. Sector multiples against five-year medians, the size ladder, Nifty history since 1999, and the compressing India-vs-EM premium.
What Stocks Cost: Earnings and Sales Multiples Across the Market
P/E and P/S by sector, size, and style, with 20 years of history. Fairly priced on forward earnings, historically extreme on everything realized, and a new section on where the AI premium actually sits inside Technology.
Software's AI Reckoning, Seen Through Two Small Caps
We screened eighteen sub-$1B names through the five-pillar engine. Two survived: PubMatic and Sprout Social. The pattern they reveal about AI, moats, and seat economics matters more than either ticker.
The Inference Stack: Where AI Goes After Training
NVIDIA, Nebius, Cisco, NXP, QNX, Akamai, Palantir: six layers of one distributed stack, with full diagrams and three real case studies.
The Analyst Is Now a Machine. The Investor Still Has to Be Human.
Research that took weeks now takes hours. Daily reports arrive configured and on demand. Portfolio math is trivial. But conviction, sizing, and sitting through pain are still human jobs.
101 Thoughts on Work, Life, and Investing
101 rules I invest by, earned the expensive way. Read one with your morning coffee. Free PDF and full audio inside.
From Bagholder to Multibagger: The Prologue
Listen to the prologue of the upcoming book: the $6 crucible, the drawdown that built the engine, and the whole promise in one line.
How Age Changes the Investment Paradigm
Your twenties reward saving, your forties reward judgment, your fifties reward knowing when to harvest.
The Five-Pillar Engine
The checklist behind every DalalBytes idea: five pillars, two non-negotiables, and why most ideas fail the grading.
Green, Sweetgreen
Analyzing Sweetgreen's technology-driven approach to fast-casual dining and sustainable growth.
BlackBerry's Refusal to Give Up
How BlackBerry pivoted from smartphones to cybersecurity and IoT solutions.
India: A Coffee Can Journey
Long-term investment opportunities in India's rapidly growing economy.
Tesla and BlackBerry
Comparing innovation trajectories and market positioning of two tech disruptors.
The Rise of Edge AI
Exploring the shift from cloud to edge computing for AI applications.
