PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 10 months ago | Last Issue | 6 days ago |
| Active | |||||
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thebigberbowski.substack.comLatest Issues
The Battle for TDK’s HDD Heads: What It Means for Seagate, Toshiba and Western Digital
The news broke earlier today.
And caused a massive drop (again) in and price.
First selloff was caused by the news of Toshiba’s ramp up. I shared my thoughts on this in the article released during the weekend.
If you would like to lea...
Toshiba’s HDD Expansion and the Risk to Western Digital’s Pricing Power
The expansion deserves attention. Its implications depend on how much usable storage reaches customers and how that changes the price they are willing to pay.
What happened this Thursday?
AppLovin $APP: can the ad engine grow beyond gaming?
Strong cash generation anchors the investment case. E-commerce tests its next chapter: how far can growth go, and how much should investors pay for it?
AppLovin’s Q2 was not a collapse in advertising demand. Revenue grew 53% YoY to $1.924...
Cipher Digital $CIFR: The Landlord Thesis
CIFR closed at $18.35 on September 23, 2026, about 39% below its $30.14 52-week high but still well above its $11.01 52-week low. That volatility reflects how quickly the market has repriced Cipher from a bitcoin miner into an AI-infrastruc...
Optical Cable Corp $OCC: Q3 Earnings Review
Another impressive earnings. Market expected higher backlog. Earnings call provided a lot of details for the thesis. Here’s my summary of what happened.
Here’s what I mentioned at the end of the deep dive (article link above)...
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PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Discussing global stocks, AI/semiconductors & value investing. Aim is to grow my portfolio and help my subscriber make money. Not financial advice. DYOR
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