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Course

Invest in Tech Like an Engineer

A practical curriculum for engineers, operators, and tech workers who want to underwrite semiconductors, AI infrastructure, and power — with a process you can reuse every quarter.

Self-paced outline $199 target price Not day-trading
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Audience

Who it’s for

People who understand products and systems but not the capital markets playbook for hardware. If you work in energy, semis, robotics, or software and want a stack-native investing process — this is for you.

Syllabus

Outline

  1. How an engineer reads a tech stock — doctrine vs tips; kill criteria.
  2. The silicon & energy stack map — where value and risk actually sit.
  3. 10-Ks and earnings like R&D — customers, concentration, capex, inventory.
  4. Cycles — memory, foundry, equipment, power bottlenecks; when great cos are bad buys.
  5. Portfolio as a system — thesis overlap, sizing, journal, institutional flows.
  6. Weekly ritual — watchlist, underwriting scorecard, what would change my mind.

Includes worksheets aligned to the Silicon Capital checklist and sample stack maps. Download / print underwriting worksheet (HTML — use browser Print → Save as PDF).

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