Stock Write-Ups

Power Semiconductors: The Follow-Up

Mapping the bull and bear cases for STM, NVTS, and WOLF inside the 800V data centre buildout.

Sep 18 • SixSigmaCapital

Power Semiconductors Primer: How AI is Reshaping the Data Centre Supply Chain

Power semiconductors are the parts inside an electronic device that switch, convert, and regulate current as it moves from the power source down to…

Sep 9 • SixSigmaCapital and AKS Research

Supplying North America's Builders at Scale

Aug 28 • SixSigmaCapital

Actionable Stock Set-up 12: Coinbase Global, Inc. (COIN)

Coinbase: pivoting to power the agentic economy

May 13 • SixSigmaCapital

Actionable Stock Set-up 11: Reddit Inc (RDDT)

Human-Curated Data: the Ultimate AI Infrastructure Play?

Feb 26 • SixSigmaCapital

Below are some thoughts on a potentially interesting trade set-up that is forming.

Jan 27 • SixSigmaCapital

Thoughts on the recent sell-off in SaaS stocks

plus how to apply my framework of buying low

Jan 22 • SixSigmaCapital

Stocks and Set-ups I Like Heading Into 2026

High-conviction picks

Dec 18, 2025 • SixSigmaCapital

Actionable Stock Set-up 10: Amkor Technology (AMKR)

Oct 28, 2025 • SixSigmaCapital and Michel

Actionable Stock Set-up 9: JD.com, Inc (JD)

Oct 7, 2025 • SixSigmaCapital

Actionable Stock Set-up 8: Novo Nordisk (NVO)

We will be taking a look at the Investment Case for Novo Nordisk (NVO) in this write-up.

Sep 17, 2025 • SixSigmaCapital

Actionable Stock Set-up 7: Harrow Inc (HROW)

Aug 7, 2025 • SixSigmaCapital

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