HOOD
Robinhood (HOOD): Owning the Rails of Retail Finance
Why HOOD is my fintech thesis — platform economics over meme-volume nostalgia, and the breaks that would get me out.
7 min read
Independent Equity Research
Finding the asymmetric bets in AI, compute & the energy transition.
Ovatek Invests is where I do the work in public — deep, contrarian research on the companies quietly building the future. No hype, no noise. Just a repeatable process for spotting where the next 5+ years of value gets created.
8
Core Themes
6
Lens Pillars
5y+
Time Horizon
Skin in the game
The Portfolio
View allocation
Top holdings
All 37 positions →
- NBIS 20.7%
- SCHD 7.9%
- SMH 6.2%
- PLTR 6.1%
- ETH 4.3%
Coverage Universe
The frontiers I cover.
I focus where structural change is fastest and least understood — the technologies and capital flows reshaping the next 5+ years, from intelligence and energy to defense, quantum, and the rebuilding of financial infrastructure.
AI & Compute
The accelerators, infrastructure and software compounding on the demand for intelligence.
Explore →Defense Tech
Autonomy, drones and electronic warfare — the companies rearming a more contested world.
Explore →Space
Reusable launch, satellite constellations and the orbital economy a falling cost curve unlocks.
Explore →Quantum Computing
Qubits, error correction and the early hardware racing toward real commercial advantage.
Explore →Energy Transition
Grid, electrification, storage and the unglamorous picks that power everything else.
Explore →Renewables & Alt-Energy
Solar, wind, nuclear/SMR and emerging materials reshaping how we generate power.
Explore →Fintech
The rails, brokerages and crypto infrastructure rebuilding how money moves.
Explore →Market Lens
Macro context, sector rotation and the narratives moving capital this cycle.
Explore →
Latest Research
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Fresh off the desk
Every piece is tagged ▲ Bullish, ▼ Bearish, or ◆ Watching — so you always know the call I’m making.
HOOD
OKLO
Oklo (OKLO): Advanced Nuclear as Optionality, Not a Sure Thing
An Ovatek Lens look at Oklo — firm clean power for an electricity-hungry world, speculative sizing, and clear thesis-break criteria.
6 min read
GEV
GE Vernova (GEV): The Electrification Trade Inside the Energy Transition
Why Vernova is my grid-and-power expression of the energy transition — backlog, pricing power, and what would break the thesis.
7 min read
IONQ
IonQ (IONQ): Real Science, Speculative Sizing
Why IonQ is my quantum expression — trapped-ion progress, the economics that are not there yet, and why the stance…
7 min read
RKLB
Rocket Lab (RKLB): Launch Cadence, Neutron, and the Space Economy
An Ovatek Lens thesis on Rocket Lab — vertical integration, the falling cost-to-orbit wave, and the thesis-break criteria I wrote…
7 min read
Thematic
Defense Tech: The Structural Buildout Behind the Headlines
Why the peace dividend is over — and how I underwrite autonomy, sensing, and software-defined defense as a 5+ year…
6 min read
NBIS
Nebius (NBIS): Why AI Infrastructure Is My Largest Position
A full Ovatek Lens thesis on Nebius Group — founder-led GPU cloud, the economics underneath the AI compute wave, and…
9 min read
The Ovatek Lens
A repeatable process — not a hot take.
Every company I cover runs through the same six-pillar filter — including what happens after the buy. It’s how I separate durable, asymmetric opportunities from narrative-driven noise.
01
Operators I’d Back as Owners
Founders who think like owners across five years — not managers chasing the next quarter.
02
My Own Primary Research
Thesis built from S-1s, 10-Ks, proxies, and 13Fs — not newsletters, influencers, or sell-side notes.
03
A Real Wave, With Room to Win
A 5+ year structural shift plus a defensible position within it that capital alone can’t copy.
04
The Economics Underneath
Unit economics, margins and the real path to cash — the numbers that have to improve as the business scales.
05
Asymmetry
Downside understood and bounded; upside mispriced by a market focused on the next 90 days.
06
Discipline After the Buy
Tranches, thesis-break criteria written in advance, and harvesting winners into defensive ballast.
The Analyst
Research by Peter
Founder & Analyst, Ovatek Invests
I’m a self-taught retail investor and analyst focused on the technologies reshaping the next 5+ years — AI infrastructure, semiconductors and photonics, space, energy, and defense. My edge isn’t a Bloomberg terminal; it’s a repeatable process and the patience to let a thesis play out. I write the bull cases and the bear cases — the trade-offs, and the misses alongside the wins. Zero hype.
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Educational research only. Not investment advice.