Asymmetric Radar
Asymmetric Radar, Pablo Trindade, Learning.Investing.Thriving.Financial Engineer, independent investor, and full-time dad. Long-term investing, business quality, risk, and asymmetric opportunities; without any hype.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 43 | Founded | a year ago | Last Issue | 11 days ago |
| Active | |||||
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asymmetricradar.substack.comLatest Issues
The COMPOUNDRA Report #02: SANDISK
SanDisk is an easy story to like right now.
AI needs storage. Datacenter demand is accelerating. Margins have moved sharply higher. And management is trying to replace the old NAND-cycle narrative with something more durable: multi-year cu...
Leopold Aschenbrenner: A Short Story in Three Acts
Leopold Aschenbrenner’s story almost feels fictional (I see a movie coming up on mid- 2030´s). Columbia valedictorian in his teens. Researcher at OpenAI. Then a 165-page AI manifesto that turned him into one of Silicon Valley’s newest proph...
The Monthly Recap #7
The AI trade did not break. It became more selective, more physical, and more fragile.
Welcome to The Monthly Recap #7 !
July did not break the AI trade. It forced a harder focus: demand for AI infrastructure can remain real while the mar...
A Different Kind of Risk
I sold my HIMS position. Recently, I have closed a few positions I once had real confidence in, while adding conviction to others I already own.
I do not want this to become a newsletter about exits or a collection of “why I sold” pieces,...
Why I sold ALL My Nvidia Shares
I sold all my NVIDIA shares. Not because I think NVIDIA is broken, not because I think it´s been “dead money”. It is not.
I don´t think the AI buildout is over. The numbers still point in the other direction. At least for some time (years...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Financial Engineer • Full-Time Dad • compoundra.app
MSc Data Science | MIT Micro Masters | Seasonal bias + COT analysis for systematic futures traders.
Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.
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