Slow Burn Investing

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Apr 8, 2026

AI needs power. Power needs nuclear. Nuclear needs this company.

Apr 8, 2026

When the problem gets worse every day and the solution gets better every quarter, the business case writes itself.

Apr 8, 2026

Data center AI gets all the attention. The next wave is AI that lives in your devices, and this is one of the leaders.

Apr 8, 2026

Copper built the internet. Lasers are building AI. This company controls the supply chain.

Apr 7, 2026

The market is focused on revenue growth. We're focused on what's happening to margins.

Apr 7, 2026

Record revenue, record profits, record deposits — and 55% off its high. Something doesn't add up.