04 / On My Radar

What I'm
Watching

Companies I track, stocks I watch, and teams I follow.

Anthropic
AI Safety · LLMs
I care about the mission, and I use Claude every day. I'd want to help build whatever they ship next.
→ PM / Strategy
Shopify
Ecommerce · Platform
Ottawa roots, strong product culture. Their PM program feels like one of the best places in Canada to actually learn the craft.
→ Associate PM
Cohere
Enterprise AI · NLP
Canadian AI selling to enterprise. That lines up with how I already think about LLMs from a commerce angle.
→ PM / Strategy
Stripe
Fintech · Payments
The bar for developer-first payments. Finance coursework plus building Luni means this wouldn't feel foreign.
→ PM / Analyst
OpenAI
AI Research
They're pushing what's possible. I want to be in the room where the big product bets on AI actually get made.
→ Strategy / PM
NVIDIA
Accelerated Computing · AI
GPUs and the full stack behind AI, from training huge models to inference at datacenter scale. I want to understand how product works at that layer.
→ PM / Strategy
Microsoft
Cloud · Enterprise AI
Azure, Copilot, and an enterprise footprint that's hard to match. This is where AI shows up in real companies, not just demos.
→ PM
Meta
Consumer AI · Open Source
Llama, open models, and products people actually use every day. Research, ads, huge audiences. I like how fast they ship.
→ PM / Strategy

Not financial advice. Personal conviction plays that reflect where I think the world is going.

NVDA
NVIDIA
AI Infrastructure
Every model needs compute. This is the layer the AI boom runs on, and I think it's sticking around.
PLTR
Palantir
Contrarian
Government and serious enterprise data work. I think the moat is underrated. A lot of people still don't really get what they do.
OKLO
Oklo
Advanced Fission
Next-gen nuclear aimed at clean, reliable power. Plenty of regulatory and execution risk, but the energy problem is real.
SMR
NuScale Power
Small Modular Reactors
First U.S. SMR design the NRC certified. Nuclear you can actually try to deploy. Whether the projects and financing work is the real question.
SPY
SPDR S&P 500
U.S. Equity Index
Broad U.S. exposure in one fund without picking names. I want boring core beta in the portfolio, not a short-term swing.
Pittsburgh Penguins
NHL · Hockey
Legacy franchise in a rebuild. Following the analytics-driven approach to roster construction in the post-Crosby era.
Ottawa Senators
NHL · Hockey
Home team. Young core, cap-smart management. A case study in building a contender through the draft.
Toronto Blue Jays
MLB · Baseball
Canada's team. Sabermetrics make baseball the most analytically interesting sport. The data runs deep.
Buffalo Bills
NFL · Football
Josh Allen is generational. Following their offensive analytics and how they scheme around his unique skill set.