Killua Capital
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. Not Financial Advice.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 6 months ago | Last Issue | 2 days ago |
| Active | |||||
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killuacapital.substack.comLatest Issues
Why Is $XXXX My Biggest Holding? (And 1 More Stock I'm Looking to Add)
A quiet corner of the AI buildout is starting to look like one of its biggest opportunities.
I’ve spent the last few weeks buried in the numbers of AI connectivity companies. And the deeper I go, the more bullish I get.
My Full Thesis on AAOI: The Light That Powers AI Is Trading at a Discount
Applied Optoelectronics has doubled its revenue, won 1.6T orders and builds in Texas the parts Washington doesn’t want to buy from China. Its stock is still down 69%.
AAOI share price, January 2026 to today
Portfolio Update #10: Extreme Fear, Unshaken Conviction
Fear is at extremes and I'm buying. This is the portfolio I believe can deliver asymmetric returns over the next 2 years, and every position and weight behind it.
Some months test every investor. This was one of them.
My Full Thesis on CRDO: Why Credo Is My Favorite AI Infra Stock
Credo doesn't make GPUs. It makes the connections they can't live without. Revenue up 7x in three years, software-like margins, and a 45% drawdown from the highs that has opened a window
Where It All Starts
My Full Thesis on IREN: The Stock the Market Is Dumping Right as It Starts Getting Paid
$4B of contracted ARR, Microsoft and NVIDIA as customers, and a share price 63% below its high. Bargain or trap? Let’s run the numbers.
A disclosure up front: IREN is one of my favorite stocks. I own it and I have a lot of conviction in it...
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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. Not Financial Advice.
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