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 | 18 | Founded | 5 months ago | Last Issue | 11 days ago |
| Active | |||||
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jackdb2.substack.comLatest Issues
I'm Up 120% on Micron and I Still Think You're Early. Here's the Proof.
For years, “memory stock” was basically an insult wearing a suit. You bought Micron when margins were in the gutter, prayed the upcycle showed up on time, and sold before the glut came back to bite you. Buy low, sell the peak, run for the e...
SpaceX: A $2 Trillion Bet on the Next Hundred Years
On June 12, 2026, SpaceX opened on the Nasdaq under the ticker SPCX, priced at $135 a share, and closed its first day up 19% at $160.95.
The float raised roughly $75 billion and briefly pushed the company past a $2.25 trillion valuation...
Micron Just Lost $94 Billion in a Day, but it's not why you think...
I wrote this fast, on the day, while the panic was still warm - a clean read on what just happened and what it actually means.
On Thursday, Micron lost roughly $94 billion in market value before lunch. The stock fell close to 8%, slid ag...
The Company that Nvidia quietly wired $2 Billion
A year ago you could buy Lumentum for about $72. This week it’s around $900 to $1,000. Not a meme stock, not a typo, a decades-old optics company that woke up sitting on top of the tightest chokepoint in the entire AI build-out. And most pe...
Up +300%. Every Position, Two New Picks, and the Move I'm Making Before the Pullback.
The portfolio is up significantly since inception, rougly 300% on the Yearly.
The portfolio is up significantly since inception, rougly 300% on the Yearly. Every core position is green. But I’m not writing this to celebrate. I’m writing it...
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The writers behind this newsletter.
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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