Geiger's Capital Gains | Substack

The Next Wave of AI: Physical

This company is positioned perfectly for the growing Physical AI/Robotics theme.

Aug 5 • Geiger Capital

Recent posts

Mid-Year Portfolio Review

Recap of my 1H 2026 performance and list my positions as we begin Q3.

Jul 1 • Geiger Capital

Colombia Runoff Election Preview

The outcome I’m expecting, a review of my current Colombian stock positions, as well as my outlook for each of them post-election.

Jun 18 • Geiger Capital

How I'm Playing The Cerebras IPO

Cerebras starts trading publicly on Thursday, but I am actually playing this IPO with a proxy bet that I think could outperform it.

May 14 • Geiger Capital

Colombian Election Preview

We are now just 4 weeks out from the Colombian presidential election. The current state of the race, the outcome I expect, and how I’m positioned for…

May 4 • Geiger Capital

My Current Portfolio

With markets returning to all-time highs, I think it’s time to do a full portfolio review.

Apr 16 • Geiger Capital

Geiger's Capital Gains

Individual stocks with asymmetric upside, macro views on markets and the economy, plus a little bit of political analysis. The goal is capital gains.

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