Killua Capital
I read 10-Ks for fun, build spreadsheets that nobody asked for, and spend way too much time thinking about businesses. Here I share high-conviction stock ideas, deep dives, and long-term investing frameworks. Not financial advice.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 5 months ago | Last Issue | 2 days ago |
| Active | |||||
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killuacapital.substack.comLatest Issues
3 Stocks That I Think Will Touch the Sky
While everyone hunts for the next Nvidia, I’m betting on three companies attacking the biggest bottlenecks in AI: automation, infrastructure, and power.
By Killua Capital
Why I'm dumping part of my $CRWD (not my $PANW) to buy the cybersecurity stock the market hasn't figured out yet
The hackers are winning more often. The agents are making it worse. And the one company built to clean up the mess is still trading like nobody noticed.
$RBRK is growing ARR at 33%, trading at a fraction of CrowdStrike’s multiple, and buil...
Portfolio Update #8: +20.4% in 8 Weeks, Optics Explodes and I’m Making One Change
16/19 positions are green, the portfolio gained +5% this week, Fed hike odds collapsed - and I’m finally rotating out of our weakest thesis.
What a week.
The 4 Stocks I’m Buying Before November
After a summer correction, semis are cheaper than they’ve been all year. I picked two AI giants the market underprices and two smaller names with far more upside.
We just got through September, historically the worst month of the year for...
Micron +280% YTD and Still Trading at ~7x Earnings: Opportunity or Peak Cycle?
Why one of the cheapest stocks in the entire AI trade may be either the best opportunity in the market... or a classic cyclical value trap.
Micron is probably one of the most misunderstood stocks in the market today.
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The writers behind this newsletter.
Real-money portfolio. High-conviction stocks, deep dives and asymmetric ideas. +40% YTD average over the last 4 years. Sharing every entry, exit and thesis. NFA.
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