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Stock Croc (patiently hunting 'Quality' stocks)

Stock Crock

I 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.

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Substack
PricingOnly free issuesPublishesWeekly
Issues66Foundeda year agoLast Issue23 days ago
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Latest Issues

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...

23 days ago
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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...

2 months ago
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Photonics SuperCycle - The 12 Companies That Own the Roads, the Land, and the Laws of the AI Data Center - End to End Supply Chain, Hidden Monopolies / Choke points

1.6T Supercycle is Entering its Most Dangerous Phase - The Game is Changing Fast

For the past several months, I have been writing and sharing, what I saw as a structural inevitability within the AI data center: the shift from electrons...

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Hidden Gems that 'might' benefit from Claude's Ghost Model: The Mythos

What is Claude Mythos?

Released in early April 2026, Mythos is Anthropic’s newest frontier model. It hasn’t been released to the public. Anthropic claims the model has achieved a “step-function” leap in cybersecurity, autonomously disc...

2 months ago
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War in the Strait, Stress in the Pipes: The Anatomy of the 2026 Gold Correction

I. The Parabolic Run: What Built This Market

Gold’s move from approximately $1,680/oz in late 2022 to $5,595 in January 2026 a 233% advance in 38 months ranks as the most powerful gold bull market since the 1970s in both magnitude and st...

2 months ago
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  • Stock Crock

    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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