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Canatu: The Chip Bottleneck Hiding in Finland
A tiny nanotech company may sit at one of the narrowest chokepoints in advanced chipmaking.
Aug 20
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Emil
8
3
3
APRTEC Q2: Watch the Webcast, Not the PDF
The written report is dull and says almost nothing. The presentation on the same day has a working robot line, good yield, a pipeline of additional…
Aug 20
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Emil
4
1
A Finnish microcap is holding a door open for TSMC. Nobody's watching.
One forced seller, one hidden customer: the Canatu setup
Aug 18
•
Emil
5
1
Haypp Group Q2 Earnings Review
Bullseye, Haypp inflecting
Aug 12
•
Emil
4
1
Execution Memo No. 015
Small position updates and TPB vs Haypp
Aug 8
•
Emil
2
APRTEC and the Unnamed Tech Customer
An investigation into patents, hiring, geography and other clues (rabbit hole)
Aug 5
•
Emil
4
July 2026
APR Technologies: The Deep Dive
The only listed pure play on where chip cooling is physically heading
Jul 23
•
Emil
8
6
Execution Memo No. 014
New position; Pure play liquid cooling
Jul 13
•
Emil
1
2
Haypp Group Revenue Prediction Q2 2026
Is Haypp's strategy changing? Web traffic doing weird things
Jul 12
•
Emil
5
2
June 2026
Superyachts for the Rest of Us
How to own a slice of the world's most exclusive industry without owning the boat
Jun 30
•
Emil
6
7
3
The Second-Order Winners of the 2026-2027 IPO Wave
Mega-cap tech liquidity will flow through the same pipes that already sit at the center of public markets, yet valuations still price the pipes as if…
Jun 17
•
Emil
2
1
AI Agents Need a Home (SaaS)
The same shift that kills seat-based revenue concentrates value inside the platforms that already own governance, memory, and workflow.
Jun 11
•
Emil
5
3
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