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…
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Capital One acquires Brex. Win-win?
Huge deal in the Fintech space. Who won? and by how much?
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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.
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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.
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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…
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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
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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…
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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…
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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.
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The Atomic Investor

This is my conduit of ideas, reflections and thoughts on public and private markets investing, venture capital, startups, tech and growth.
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