I Invest in Technology Companies With an Engineer's Edge

27 years building software. Now building wealth — and the tools to find it.

My engineering background gives me an edge evaluating technology companies that pure financial analysis misses. Multi-bagger track record includes early positions in Palantir, Google, Toast, Sofi, HIMS, RocketLab, and Nebius Holdings.

27
Years in Tech
7+
Multi-baggers
3
AI Products Shipped

About

I invest in technology companies with an engineer's edge. 27 years building software taught me to evaluate technology from the inside — not from analyst reports.

I studied Palantir's architecture for 2 years in a bear market. It became my first 15-bagger. That kind of deep technical due diligence is how I invest.

When AI went parabolic, I didn't just read about it. I built MarketDly — an AI-powered market intelligence platform that screens 1,000+ stocks daily, detects technical patterns, and delivers analysis to subscribers. Production AI, real users, real revenue. Building makes me a better investor. Investing makes me a better builder.

Through DalalBytes, my boutique equity research practice, I focus on identifying high-growth companies early and holding them through their transformation. Peter Lynch style — buy what you deeply understand.

What I'm Building

I understand AI inference costs because I've read my own AWS bill. I evaluate cloud companies because I've built on their platforms. The best due diligence is getting your hands dirty.

MarketDly.com

AI engine screening 1,000+ stocks daily with technical pattern detection. ML models for price movement prediction. Signal system with tracked win rates and auditable performance. Personalized watchlist alerts, daily email delivery, Stripe subscriptions. 100+ educational articles on technical analysis. Premium tier launching soon.

InterviewMochi.com

AI interview coach with real-time voice analysis — pace, filler words, confidence scoring. Practice interviews, get scored on clarity, delivery, and content. Running on autopilot with an automated content engine.

Investment Track Record

Current Portfolio Holdings

Multi-bagger Wins

  • Google
  • Palantir
  • Toast
  • Sofi
  • Dutch Bros
  • HIMS
  • RocketLab
  • Nebius Holdings

Investment Philosophy

  • Deep fundamental research
  • Long-term conviction holds
  • Focus on disruptive technology
  • Disciplined position sizing

Career Journey

Founder & Technical Operator

2023 - Present

MarketDly · InterviewMochi · DalalBytes

Built three AI-native products end to end — from architecture to production, solo. MarketDly (AI market intelligence), InterviewMochi (AI communication coach), CreateMochi (autonomous content engine). Also run DalalBytes, a boutique equity research practice with a multi-bagger track record across US and India markets.

Engineering Manager

2022 - 2023

Amazon S3

Defined and implemented strategy for software updates to Amazon's S3 systems, one of the world's largest distributed storage systems.

Senior Engineering Manager

2018 - 2022

Wayfair

Built multiple engineering teams in supply chain from ground up. Led analytics solutions that improved operational efficiency by 10% and delivery accuracy by 5%. Managed teams through high-growth period and remote transition.

Director of Engineering

2014 - 2018

Akamai Technologies

Built and led team delivering Mobile Application Performance SDK solutions deployed on tens of millions of devices worldwide. Improved app performance and conversion rates for major customers.

Software Lead

2009 - 2014

BlackBerry

Led development of BlackBerry HUB data layer on BB10 platform. Managed team of 10 developers building core messaging infrastructure.

Education

MBA

University of Massachusetts Amherst, 2010

B.Tech in Computer Engineering

Cochin University of Science and Technology, 1996

Investment Insights

Analysis and perspectives on equity markets, technology trends, and investment opportunities.

Let's Connect

Interested in discussing investment opportunities, AI technology, or how I can help your fund evaluate technical founders? Reach out.