Surfacing investment ideas
for what comes next
This is a super secret investment site that I'm mostly building for myself but invite others to play along. I'm scanning thousands of singals on the big scary internet 24/7, looking for information arbitrage opportunities ala Chris Camillo, but with a focus in tech.
I'm aiming for one good idea a month.
Signal of the Day, delivered with overwhelming efficiency every morning.
Signal of the Day
There is consumer demand among Americans for heat pumps as a heating solution, but the rising high electricity prices present a financial hurdle that may prevent or delay adoption.
"If rising electricity prices in regions with high residential electric rates persist, then companies with concentrated revenue from heat pump manufacturing and installation in those markets will face adoption headwinds, while providers of electricity rate management and demand-response solutions targeting these consumers will benefit by enabling affordability and grid stability, thus playing a critical role in accelerating heat pump adoption and residential decarbonization."
Signal of the Day for March 2, 2026
Expires at midnight ET
Recent Ideas
OS-Level Age Verification Push
Because Colorado legislators are pushing for mandated OS-level age verification, companies providing digital identity authentication middleware and security hardware see increased demand as operating systems integrate these features to comply with new regulations.
LLM-Enabled Online Deanonymization
Because recent advancements in LLM-enabled deanonymization capabilities are actively increasing online privacy risks, CyberArk Software's identity security segment (~85% of revenue) is exposed due to growing demand for anti-deanonymization cybersecurity solutions.
AI Infrastructure Integration in Classified Defense Systems
Because xAI's Grok AI has been contracted for integration into classified Pentagon systems now, companies specializing in defense-grade AI solutions and associated cybersecurity services have increased secure contract demand, boosting their defense segment revenues as the Pentagon accelerates AI deployment under strict security protocols.
Palantir Secures NYC Public Hospital Contracts
Because Palantir is securing multimillion-dollar contracts from NYC public hospitals to provide data analytics now, Palantir's government segment revenue is exposed through expanded healthcare data analytics contracts with public systems, driving growth in software and service revenues.
Passkey Implementation Friction and Early Issues
Because early technical and usability frictions in passkey implementation are causing delays in enterprise adoption, Okta's authentication segment is exposed because enterprises continue relying on its legacy and incremental security solutions while transitioning gradually.
Legacy Luxury Brand Enters EV Market
If legacy luxury automakers like Ferrari successfully launch high-performance electric vehicles with bespoke design collaborations, then suppliers specializing in ultra-high-performance EV batteries, electric powertrains, and luxury bespoke design services will see disproportionate revenue growth. This creates investable opportunities in companies focused on specialized high-end EV components and luxury-focused creative agencies deeply embedded in EV manufacture.
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