The Atomic Investor

The Atomic Investor

Atomic Radar — Issue #2 — July 2026
A chart heavy issue including Busting market concentration myths, Bits to atoms thesis, beneficiaries of this sweltering European summer, and the…
 • Uplusk
Atomic Radar — Issue #1 — May 2026
Atomic Radar is something I have wanted to do for a while. Shorter than a full Substack, no fixed schedule, just the most interesting things crossing my…
 • Uplusk
Capital One acquires Brex. Win-win?
Huge deal in the Fintech space. Who won? and by how much?
 • Uplusk
The AI Capex debate
Tech and finance have been dominated by the AI bubble talk for far too long now. Here is my take on it using some computations, frameworks and theories.
 • Uplusk
The era of the Visionaries
What are the defining character traits of true visionaries? Funny how a football match can take you along a stream of consciousness.
 • Uplusk
Going Vertical
The lines demarcating AI layers are blurring. We are increasingly seeing model providers move up the stack into the application layer. Where are we…
 • Uplusk
Off the sidelines
Looking at the current state of Private Equity from a Listed PE lens. PE got off the sidelines but here comes volatility again.
 • Uplusk
The power of narratives
Markets are driven as much by sentiments and stories, as by discounted future scenarios. This week we witnessed a dramatic swing in the AI narrative…
 • Uplusk
Pipes to Bits: A tale of two infrastructure booms
The echoes of the dotcom era's infra. buildout are reverberating through today's AI revolution, but with a twist - while the investment scale is…
 • Uplusk
The Atomic Investor
The Atomic Investor
This is my conduit of ideas, reflections and thoughts on public and private markets investing, venture capital, startups, tech and growth.
Recommendations
View all 6
User's avatar
Musings on Markets
Aswath Damodaran
UncoverAlpha
UncoverAlpha
UncoverAlpha
Burn The Index
Burn The Index
Burn The Index
Net Interest
Net Interest
Marc Rubinstein
The Odin Times
The Odin Times
Patrick Ryan

The Atomic Investor

This is my conduit of ideas, reflections and thoughts on public and private markets investing, venture capital, startups, tech and growth.
AboutArchiveRecommendationsSitemap
© 2026 Uday · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture