The Silicon Letter

The trends and companies behind AI, chips, cloud, and cybersecurity, in plain English.
Written by a 15-year software engineer

15 Years
Written by a 15-year tech engineer

2 Minutes
Every article packs a punch in 2 minutes

2024
Ranked as a Top Trader (TradeStation)

2025
Ranked as a Top Trader (TradeStation)

Making tech investing simple for beginners.

Helping you understand AI, robotics, software, emerging tech, and how to invest in it.

Want to join us?

Hundreds are reading 3-minute lessons on emerging tech, the companies behind it, and how to invest in them.

★★★★★

“The most complete investment helpmeet I’ve seen so far. And it’s made for EVERYONE to understand.”

Donzell

★★★★★

“Helpful when it comes to investing.”

Mel

★★★★★

“More than once, I’ve said, “Oh, I didn’t know that.” I feel like the newsletter is helping me maximize my potential.”

Ivory

★★★★★

“I’m tryna get on the money train!”

Jazmin

Three more ways I can help you.

The 5-Day Investing Workshop

New to tech investing? Join hundreds of readers learning the basics of investing in Wall Street’s top tech companies.

How to Evaluate Tech Companies in 3 Easy Steps

This masterclass teaches you to evaluate any public tech company using only 3 aspects of the business.

The 5-Day Trading Workshop

You’ll learn to read stock charts, use Options for bigger profits, and take fewer risks when trading technology stocks.

Most Recent

Read all

ARTICLES

Investing

Oct 19, 2026

•

2 min read

Wearable AI Tech and Privacy Concerns

Wearable AI could make life easier, but the privacy concerns it creates leaves a bigger opportunity for tech investors.

Isaiah Hayes

Investing

2 Stories Tech Investors Should Know This Week

Oct 12, 2026

•

2 min read

2 Stories Tech Investors Should Know This Week

Meta reinvented smart glasses. SpaceX entered the cellphone business. Both are leveraging their competitive advantages

Isaiah Hayes

Investing

How to Analyze a Streaming Giant Like Netflix

Oct 5, 2026

•

2 min read

How to Analyze a Streaming Giant Like Netflix

First, they maximize subscribers. Then they maximize profits. A simple framework for knowing which numbers matter and when.

Isaiah Hayes

Investing

Sep 28, 2026

•

2 min read

2 Stories Tech Investors Should Know This Week

Glass is changing computer chips. Batteries are changing the power grid. Two technologies hiding behind bigger trends.

Isaiah Hayes

Investing

Sep 21, 2026

•

2 min read

AI Agents Need ID Badges Now

AI agents can access emails, files, and software on their own. CrowdStrike, Okta, and Microsoft are building tech to keep them under control.

Isaiah Hayes

Investing

Sep 14, 2026

•

2 min read

President Trump: "Magnets. Do Magnets!"

EVs, drones, robots, and military systems all depend on rare-earth magnets. America is spending billions to build its own supply chain.

Isaiah Hayes

AUTHOR

Isaiah Hayes

IT Business Analyst @ Harbor Freight
Ranked as a top trader in 2024 and 2025 (TradeStation)

In 2023, while two months pregnant with our first child, my wife and I lost our jobs two weeks apart.
First hers, then mine.

That would have been devastating. But because of our investments, we had six figures to get us through the hardest season of our marriage.

Those investments gave us peace of mind for a while.
And that’s when I started writing newsletters for you.

I spent 15 years leading test engineering teams in software.
Now, I work on the business side as a Business Analyst for enterprise applications.

The Silicon Letter explains the trends and companies behind AI, chips, cloud, and cybersecurity in plain English, so you can invest in what matters.