Community member and course graduate who publishes deep-dive research on Substack. Has completed 16 deep dives focusing on principles-based investing in platform models, nuclear energy, and advanced manufacturing. Emphasizes systematic conviction-building through repeated analysis and 'Christian style' stress-testing of theses.
Xometry's two-sided marketplace for on-demand manufacturing builds a data flywheel from every quote and route; hiring exclusively from platform companies (Uber, Etsy) signals deep understanding of network effects; expanding verticals (aerospace/defense) and benefiting from tariff-driven supply chain shifting; financials show FCF/share converging to zero with revenue hockey-sticking.
Solar tracker company benefiting from data center power demand and domestic manufacturing tailwinds; first deep dive after course, principles-based thesis on land-efficient renewable energy for data centers.
Deep Vision's borehole reactor design uses earth's pressure for containment, enabling 70-80% cost reduction and 6-month deployment vs years for traditional nuclear; 12.5 GW LOIs from data centers in Texas, Utah, Kansas; DOE fast-tracked for July reactor test.