Who runs this site
I’m Ajussi — a regular Korean uncle who got interested in where AI money actually goes, and started writing down what I found. This began as a personal notebook. It turned into a place where I compare notes with readers chasing the same questions.
I’m not an analyst and I don’t play one. I read filings, check numbers, and write them down in plain language so you don’t start from zero.
Most posts start the same way: coffee before dawn, checking how the U.S. market closed.
What you’ll find here
FOUR THINGS I PUBLISH
📊 Ajussi Talk — Investing notes on AI infrastructure, semiconductors and the suppliers behind them · the main feed
🧪 Ajussi Lab — Free calculators and trackers I built because I wanted them myself · portfolio exposure, capex, data center power
🔍 Ajussi Picks — AI tools and desk gear judged on what they actually do · tested first, then written up
📈 Ajussi Desk — A five-minute market check: indices, rates, currencies · updated daily
No premium tier, no paid newsletter, no signals group. It is all just here.
There is also the Map — every layer, comparison and tool on this site laid out on one page, so you can see where a company sits before you read about it.
How this site works
I check against primary sources — SEC filings, spec sheets, official data — and I state when a number was last verified. If the facts change, the post changes.
Trade-offs get listed, not just upside. No brand pays to be featured. Some links are affiliate links (see the Affiliate Disclosure) and they never affect what gets covered or what you pay.
Nothing here is financial advice. I’m figuring this out too — always verify before you act.