The Optimus Letter
The Optimus \ud83e\udeacInvesting doesn't have to be complicated. Sandstone cuts through the noise — markets, analysis, and strategy, written for the generation that's starting early.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 4 months ago | Last Issue | 10 days ago |
| Active | |||||
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The Company That Connects Every AI Chip on Earth
The Backbone of the AI Revolution worth Billions
Welcome back to the The Optimus Letter
Up 300% on Micron — and Why I Think the Real Demand Wave Hasn’t Even Hit Yet
For twenty-five years, “memory stocks” meant one thing: trade the cycle, get out before the top, and never trust the gross margins. Boom, bust, boom, bust. That was the rule.
I think that rule just broke.
The market is still pricing Mic...
I Was Up 160% on Nebius Before Wall Street Noticed — Here's What They're Still Missing
A year ago, almost nobody in my circle had heard of Nebius Group. A handful knew it as “the Yandex carve-out.” A few semiconductor watchers had clocked the Nvidia connection. Most everyone else dismissed it as a foreign micro-cap with a com...
Tesla Holders Are Sitting on a Time Bomb — and Most of Them Don't Know Which Way It Goes
Tesla’s stock trades at over 100x earnings. Its automotive revenue fell 10% in 2025. European sales collapsed 28%. And Elon Musk just called a robot — not a car — the biggest product in human history. I’ve spent weeks going through t...
ASTS is either the most important telecom company of the decade — or a very expensive failure.
AST SpaceMobile has lost a satellite. Its stock is down nearly 50% from its all-time high. Analysts have a consensus "Hold" rating with an average price target implying significant downside. And yet the more I researched the reason...
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The writers behind this newsletter.
20-year-old co-founder, Investor & Uni student. In markets since childhood - Read by institutional investors, engineers & allocators across Europe. One layer deeper in AI/ stocks than anyone else :)
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