Stock Croc (patiently hunting 'Quality' stocks)
Stock CrockI am a CPA focused on investing in quality stocks with a margin of safety. My mindset is rooted in patience and caution, with a strategy centered on long-term growth through businesses with strong fundamentals and a competitive edge.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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stockcrock.substack.comLatest Issues
Photonics Part 2: The Glass City Scorecard Who Was Swimming Naked?
"It is only when the tide goes down that we see who was swimming naked."
Warren Buffett
Background
Photonics stocks have their share of volatility, a wreckage in July and now new August catalysts, but before delving into...
Beyond the Noise: What July's Earnings Calls Tell Us About the AI Supercycle and Michael Burry's Bear Case
Let me start with the questions I keep getting asked, and in some cases am asking my self. The same questions that are haunting tech investors right now, and they are not polite, rhetorical or theoretical. They are raw, urgent, and keeping...
Chat GPT moment of Physical AI and How to Profit from New Industrial Revolution: A Beginner's Guide to The 8 Layers Universe of Robots That Will Ever Walk
Jensen Huang, Nvidia’s CEO said in CES 2026, that:
“The ChatGPT moment for robotics is here.”
Huang was right. But in that same keynote, there was another very important sentence that most investors ignored:
“The challenge is cle...
The Transformation Play: Why Harmonic ($HLIT) Just Crossed a Critical Rubicon
The Street loves a turn-around story, but the math behind this one is what actually caught my attention.
Harmonic has been making waves on my radar, but I’m looking past the social media noise to see if this represents a fundamental infle...
Hidden Monopolies in 800V DC Power Semis And in GaN vs. SiC War | The Changing Moats in The Last 'inch'
The Physics Mandate: Why Power Semiconductors Are the Next AI Bottleneck
In my last article, we mapped the Photonics Supercycle the shift from electrons to light. It was a massive hit, but it left one gaping hole. While we talked about...
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Authors
The writers behind this newsletter.
Hunting alpha at macro choke-points: supply chain disruptions, geopolitical shifts, disruptive tech & strategic minerals. Early in PLTR in teens, now Photonics & Quantum. As an ex-CFO, I read businesses differently. I have my own skin in game. DYOR.
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