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Quantum Yields

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precision strategies. exceptional returns.

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  • 20-Aug-2026

    CoreWeave (CRWV): The Backlog Is $103.7 Billion. The Debt Is $35.5 Billion. Which Wins First?

  • 12-Aug-2026

    AST Space Mobile (ASTS): The Qualifier Trying to Go Deep into the Main Draw

  • 07-Aug-2026

    Symbotic (SYM): I Read the Filings, and I’m Taking It Off the List

  • 30-Jul-2026

    Monolithic Power (MPWR) Revisited: A Follow-Up to My November 2024 Note

  • 29-Jul-2026

    Bloom Energy: The Number I Was Watching

  • 16-Jul-2026

    Bloom Energy – The AI Infrastructure Play

  • 11-Mar-2025

    KKR Re-visited: What does the recent capital raise and equity dilution mean for shareholders?

  • 06-Feb-2025

    Alternative Asset Investment Opportunities – A Closer Look at KKR

  • 21-Jan-2025

    Thoughts on Portfolio and Risk Management and Returns

  • 03-Dec-2024

    TPL – A low-risk, no debt, cash rich, oil & gas play

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