Notes, opinions and builds. Gujju Hacker style.
Is AI infrastructure financing the next Lehman? Where the comparison is useful, where it breaks down, and what to watch.
Read the articleUpdated for Q1 FY2027: Oracle's $664 billion backlog, $288 billion of off-balance-sheet leases, record credit spreads, and best, base and worst-case scenarios through fiscal 2029.
Read the restUpdated: CoreWeave's debt stack and maturities, distressed bond pricing, customer concentration, and best, base and worst-case scenarios through 2028.
Read the restMost people who talk about AI investing talk about chips and the companies that design them. But a data center is physical. It needs copper for wiring, silicon for chips, uranium for power, and a list of other materials most...
Read the restI had a brutal reminder today that in most cases time in the market is better than timing the market. I had a significant amount of Tesla stocks that I had accumulated over last few years, thinking that they will...
Read the restAfter trying several different things over past 10 years (I am in my late 30s/early 40s) I have settled on following Investing methodology based on my financial goals and their time horizon. In my case first four are foundational pillars...
Read the restEquifax Data breach settlement Information from FTC + some additional resources https://www.ftc.gov/enforcement/cases-proceedings/refunds/equifax-data-breach-settlement Equifax is offering is at minimum USD 125 settlement if your information was leaked during the breach. There are two parts of the settlement Free Credit Monitoring and...
Read the restLONG POST ALERT ** Notes from the Roof replacement experience after May 2019 storm. Please share your experience/thoughts.** Memorial Day storms in the area caused some significant roof damage and it was first claim we ever made on our home...
Read the restOne of my childhood friends and I were chatting. I promised him that I will get this information out to him. I figured rather than putting this only in an email I will publish this to my blog and keep...
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