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 | 16 | Founded | 5 months ago | Last Issue | 10 days ago |
| Active | |||||
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jackdb2.substack.comLatest Issues
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...
Why I'm Not Selling a Single Share of Nebius after 300% run up
The easy money is gone. Below $100 was a generational re-rating.
But the real question isn’t should I have bought. It’s: does the risk-reward still work at $220 → and where could this go by 2029?
After weeks of modeling, speaking directly...
The Company That Connects Every AI Chip on Earth
The Backbone of the AI Revolution worth Billions
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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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