Driven Alpha
PhD/MBA portfolio manager sharing the research behind a high-conviction, Hybrid-Barbell portfolio built for alpha. Deep due diligence, trend analysis, and the fundamentals I use to find asymmetric stock ideas — no fluff, just the work.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 9 | Founded | a month ago | Last Issue | 6 days ago |
| Active | |||||
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drivenalpha.substack.comLatest Issues
IonQ: Investment Deep Dive - Is it too early to invest? In a high risk field, is IonQ to best investment right now?
IonQ Is Betting Big on Quantum. Can the Balance Sheet Back Up the Ambition?
IonQ has spent the past two years turning itself from a single-product quantum computing startup into a sprawling, vertically integrated platform company. Throug...
What is happening in the bond market right now?
If you’ve been watching stocks bounce around the last few sessions and wondering what’s actually driving the volatility, take a look at the bond market.
The 30-year Treasury yield touched 5.34% this week, its highest level since 2007. The...
Quantum Computing Industry Overview
Executive Summary
Quantum computing has moved from a physics curiosity to a live commercial question in 2026. Enterprise adoption is accelerating, government funding has crossed roughly fifty billion dollars globally, and pure play compa...
The case for an AI Driven Bubble: Circular Financing, CapEx, and Growing Revenue
The Case for an AI Bubble: Circular Financing and the Capex-Cash Flow Crossover
Independent research briefing. August 2026.
Executive Summary
There isn’t a clean yes or no answer to whether AI markets are in a bubble. The demand sid...
Position Sizing: The First Lesson Of Risk Management
Most beginner investors spend all their energy picking what to buy. Which stock, which fund, which crypto everyone’s talking about. Few spend the same energy on a different question: how much to buy.
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Professional portfolio manager sharing the research behind a Hybrid-Barbell portfolio built for alpha. | Deep due diligence and analysis I use to find asymmetric opportunities. No fluff, just the work in simple terms. Reach out let’s chat
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