I’m Peter Gerardi — a self-taught retail investor and analyst focused on the technologies reshaping the next decade: AI infrastructure, semiconductors and photonics, space, energy, and defense.
My edge isn’t a Bloomberg terminal or a Wall Street pedigree. It’s a repeatable process: primary-source research, an eye for management quality, and the patience to let a thesis actually play out.
A process forged by conviction
That process was forged by conviction holds that tested it. Palantir is my defining example — a position I held through a punishing multi-year drawdown because the thesis never broke, and one that eventually became among my strongest performers. The lesson stuck and became the philosophy I still run today: enter in tranches, define in advance what would break a thesis, and never confuse a falling price with a failing company.
Never confuse a falling price with a failing company.
I read the filings most people skip
S-1s, 13Fs, 13Gs — I read them. And I pay as much attention to who is running a company as to what it sells. Time and again, my best ideas have started by recognizing exceptional founder-led management before the broader market caught on — from Palantir to Nebius to Rocket Lab.
Disciplined about risk
I’m just as disciplined about risk as I am about ideas. Speculative bets get speculative sizing, winners get harvested to fund the next idea, and emotional, FOMO-driven decisions get flagged and pressure-tested before I act on them.
What I care about most
I’m not here to pump tickers. This space is full of hype, paid promotions, and people talking their book without telling you. That’s not me. I share my actual work — the theses, the trade-offs, the reasoning behind every position, and the misses right alongside the wins — and I treat “do your own research” as a standard, not a slogan. If I’m wrong, I’ll tell you I was wrong.
Ovatek Invests is where all of that lives: real research, real conviction, and zero hype — for investors who want substance over noise.
— Peter Gerardi
Founder & Analyst, Ovatek Invests