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BuyTrigger | Dr. Alex Koh

Dr Alex Koh
Tens of paid subscribers

I build investing systems so busy families never miss the next Amazon. CEO & Founder BuyTrigger Club @ Family Investments

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Substack
PricingFreemiumPublishesDaily
Issues137Founded8 months agoLast Issue21 days ago
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Latest Issues

The AI factory build isn't slowing down

Hi all,

I’ve just finished updating the Data Center map, covering the last month, mid-September to mid-October. I wanted to share what I found, because the pace honestly surprised me.

In one month, 23 new AI data center sites were announc...

21 days ago
2

I screened the BuyTrigger database for debt and put the 20 most exposed through five simple questions. Here's how to check yours.

Inflation came in hot today. 3.7% for September, above what everyone expected. Bond yields jumped again, and growth stocks took the hit.

On last Thursday’s live I said it straight. Weak borrowers face bigger penalties when rates go up. Not...

24 days ago
4

Coreweave going to 0️⃣

Get more from Dr Alex Koh in the Substack app

Available for iOS and Android

Get the app

24 days ago
9
4

The Chip Boss Called It a Casino. The Banks Just Showed Us the Cash.

Something has changed on social media these last two or three weeks.

Normally, one person says something about bonds and everyone becomes a bond expert overnight. Same with housing. Same with memory chips. You get two camps shouting at eac...

25 days ago
6

SpaceX: The Growth Case & My BuyTrigger.

Update, 7 October: the Financial Times reports SpaceX is seeking $40 billion of new debt to buy Nvidia chips. My model already assumes the build is paid for with debt.

Disclosure and risk

a month ago
3
Paid

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  • Dr Alex Koh

    Engineer by day. Investor 19 years. I built BuyTrigger. I share the losses too.

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