Table of Contents
The Surface-Level Problem
If you've spent more than five minutes on social media or financial news lately, you've probably noticed a pattern.
The internet is flooded with two types of content:
Shallow commentary that recycles the same headlines without telling you what any of it means.
Generic personal finance advice that focuses on things that won’t meaningfully impact your life and make you feel good (no, skipping your daily coffee isn't going to buy you a house).
Most of what's out there is either jargon designed to make the writer look smart, or fluff that wastes your time.
Connecting the Dots
Dense Disk is built for the gap between those two.
Like a high-density storage drive, the goal is simple: pack a lot of useful insight into a clean, compact, 5-minute space.
I'm not here to give you academic lectures or tell you which stocks to buy. I'm here to connect the dots and link the big global forces to the small decisions you make every week. You will receive insights and have clarity of mind.
Here's What That Looks Like
Quick example. RAM and SSD prices have been climbing for over a year, mostly because AI data centers are buying memory chips faster than factories can make them. The cycle didn't look close to ending.
So when I needed a new PC for work last year, I didn't wait and bought before prices climbed further. The same logic pushed me to look hard at memory and storage stocks, even after the obvious run-up. One macro force led to two decisions: when to buy the PC and where to put some savings.
That's the lens.
Invoice from my purchase. Slightly above market value that time, but good service overall. Now, if get same specs, still appreciated, but PC should always depreciate overtime, rare to see it appreciate. This is mainly due to memory prices as shown below.
RM 549, 6 months+ later, RM 2400. Perhaps wholesaler sell it cheaper, but I am using Shopee prices as example.
RM 179, 6 months+ later, RM 750. Perhaps wholesaler sell it cheaper, but I am using Shopee prices as example.
I also bought Micron and Sandisk around the time I bought my PC. US listed are Micron, Sandisk, to a certain extend HDD stocks also faced something similar too. Anyways, I am already out of it and sold out too early as well. Perhaps I will share my painful lesson of missing out massive gains one day and will remember it for the next stock with such strong demand. Remember the patterns and parallels, so that I wouldn’t miss a big winner in a short-time span.
Who This Is For (And Who It Isn't)
Let's be clear from day one:
This is for you if you're curious, tired of surface-level takes, and want to understand how the world and the markets work in simple terms.
This is NOT for you if you're looking for get-rich-quick stock picks, dry academic papers, or generic budgeting tips.
I am not your financial advisor. I am here to just educate and share what I am doing. DO NOT MAKE FINANCIAL DECISIONS based on what I’ve shared and DO YOUR OWN RESEARCH.
What Lands In Your Inbox
This isn't a newsletter that spams you daily with noise. When you subscribe, you get three things:
What I’ve Learnt: Once a week (ideally), a casual breakdown of the most useful thing I learned in the last 7 days.
The 5-Minute Deep Dive: Once or twice a month, a specific topic (maybe about the AI capex and why it could be sustained, space supply chain and potential, what’s after AI, etc.), without being complicated.
The Market Update: A monthly pulse-check on markets and broader shifts so you can see where things are heading.
One Last Thing
Reply to this email with one thing about the world that's confusing you right now. The best questions become future issues.
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