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
China is simultaneously expanding its coal-fired power plant capacity while rapidly growing its solar and wind energy installations.
"If China's energy strategy to rapidly expand solar and wind capacity while simultaneously investing in coal-fired power plants continues, then companies with concentrated exposure to coal power generation capital expenditure and coal mine development, as well as solar and wind equipment manufacturers that serve large-scale deployments, will benefit from sustained demand. This reflects a complex transitional market where grid reliability constraints prevent a simple fossil fuel phase-out, creating investment opportunities in firms that operate at this intersection of coal and renewable energy infrastructure."
Signal of the Day for February 24, 2026
Expires at midnight ET
Recent Ideas
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.
Declining Cognitive Performance in Gen Z
If Gen Z's declining cognitive performance is real and significant, companies with concentrated exposure to cognitive training tools, digital mental health services, and edtech platforms aimed at youth will benefit from increased demand. This creates investment opportunities in firms with over 50% revenue from these segments, especially those facilitating attention and memory enhancement in educational settings adapting rapidly to these challenges.
Crash Risk Assessment from Hard-Braking Data
If real-time hard-braking data from connected vehicle fleets can reliably identify high-risk road segments, then companies specializing in telematics data collection, geospatial risk analytics, and digital infrastructure planning tools stand to benefit from increased demand for predictive urban safety solutions. This data-driven approach could disrupt traditional traffic safety assessment methods reliant on delayed crash reports, enabling faster and more targeted safety interventions by municipalities and transportation agencies.
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