The Boring Investor
Welcome to The Boring Investor Substack. On this page I will dive deeper into the thoughts I surface on my X profile so you'll stay closer to how I navigate the market and the rationale behind my own decisions. No Financial Advice.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 6 months ago | Last Issue | 3 days ago |
| Active | |||||
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boringinvest.substack.comLatest Issues
New Speculative Position
A new small position of the speculative type.
In my last portfolio update, I took advantage of the AI infrastructure sell-off. This update will involve a more speculative stock.
MaxLinear Q3, 2026 Earnings Analysis
Keystone keeps surprising. The next product cycles are coming into view.
In my Q2 earnings analysis, I wrote that MaxLinear could report $0.50 in EPS or higher in Q3, even though the estimate I referenced was only $0.38.
All Currents Lead to Vicor - Q3 Earnings Analysis
Vicor delivered another exceptional quarter in Q3. Here's some thoughts on the quarter and what lies ahead
Q3 was an yet another exceptional quarter for Vicor and a lot has happened since we discussed the last earnings report. Licensing is...
Capital Constraints - and a new position started!
Portfolio update and talking about capital constraints. Primary and secondary consequences.
The AI infrastructure market hasn’t exactly been flattering to look at over the last 5 months. October has been yet another brutal month.
Cerebras and The Value of Fast Inference
Cerebras (CBRS) → Price at time of writing: $136
Thesis in one sentence: By traditional metrics, Cerebras may look expensive. Dive a bit deeper though, it becomes clear that Cerebras is a giant in the making. Fast inference unlocks valuabl...
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Welcome to The Boring Investor Substack. I will dive deeper into the thoughts I surface on my X profile so you'll stay closer to how I navigate the market and the rationale behind my own decisions. 1700% returns since Dec. 2024. No Financial Advice.
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