ROHIT GUDI

~ / SILENT.ENGINEER

10-year platform / infrastructure engineer. Supply-chain security, Kubernetes, identity, signing. I publish technical notes on infrastructure and — sometimes — equity research.

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ENGINEERING

11 NOTES

2025-07-22
A Comparative Analysis of Allegations and Subsequent Verifications … A lot has happened since that big 2021 report from a short-seller called …
2025-06-05
AI Content Verification - 1 With the culmination of progress in various sectors of this AI-wave, I often think about …
2025-06-04
So You Want to Solve the 'Bottom Turtle' Problem, Eh? Alright, settle in, grab your favorite energy drink (or artisanal coffee, I don’t …
2025-06-04
The 'Coffee Can' Portfolio: Because Ignoring Your Investments is a … Alright, gather ‘round folks, let’s talk about something ancient. No, not …
2025-05-22
Inside Claude 4: Anthropic's Red Teaming and the Quest for Safer AI Anthropic recently released details on their new Claude Opus 4 and Claude Sonnet 4 models …

All engineering

RESEARCH

10 NOTES

2026-05-03
LDOS OVERWEIGHT Leidos didn't start as a defense-IT prime. It started in 1969 as Science Applications …
2026-05-03
ASML OVERWEIGHT ASML is the only company on earth that can sell an EUV lithography tool, and even ASML …
2026-05-03
AMTM OVERWEIGHT Amentum did not exist, in its current form, until September 2024 — when Jacobs spun out …
2026-05-01
RGAKF HOLD Rigaku has been building X-ray instruments since 1951 and still produces its semiconductor …
2026-05-01
OMEX UNDERWEIGHT Maintain at most a tracking position (0-0.25% of NAV) in OMEX at $1.07 ahead of the Q2 …

All research

PROJECTS

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VISION An exploration of computer vision technologies and applications.

SHORTZ.DEV A custom URL shortening service with analytics.

PIXEL PERFECT A tool for achieving pixel-perfect designs for web development.

I publish technical writeups under /engineering/ and equity research under /research/. The split is the message — engineering content is technical; research notes are exploratory and are not investment advice.

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