New Position: The Small-Cap Stock Behind Unitree’s Robotics Boom
I’ve added a new Robotics position to my portfolio.
Disruptive Stocks - Futurist
Early Access to High-Conviction 10x stocks. Robotics • AI Energy • Space • Photonics • AI Infra
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New Position: The Silent Bottleneck Behind AI, Robotics & Defense
Walk into any conversation about the future technology right now and you will hear the same two words.
Follow The Capital - 7 Disruptive Theme ETFs
The complete ETF map of the next tech cycle: SMH, DRAM, LAZR, NASA, KOID, GRID, REMX. Holdings, costs, risks, and which two are actually worth owning.
Why AI and Semis Are Selling Off: The Real Reasons Explained
Nine drivers. Ranked by how much they matter.
Elon Musk’s Latest $1 Billion Bet Reveals AI’s Next Bottleneck
Elon Musk just spent roughly $1 billion buying a gas-turbine company.
Humanoid Robotics Theme: Hidden Gems, Small Caps & Leaders
Humanoid robotics is the next Multi-Trillion-Dollar Buildout
AI Research Framework #1: Finding Winning Investment Themes
Most Investors Use AI the Wrong Way
The First Pure-Play Humanoid Robot Stock You Can Actually Buy
For two years, the most exciting theme in technology has been almost impossible to actually buy.
Three Fuel Cell Stocks Powering the AI
Most investors understand that AI needs chips.
The Future of Genomics: 6 Stocks Building the Next Era of Medicine
I started this newsletter because I believe the biggest investment opportunities come from long-term technological shifts, not short-term market trends.
New Position: The AI Energy Bottleneck Wall Street Is Missing
I added a new position to my portfolio yesterday.
The Silent Bottleneck: The Grid Infrastructure Stocks Winning the AI Race
The AI power story is quietly entering its most lucrative phase, and almost everyone is looking in the wrong direction.
Weekly Recap: New AI Energy Position Added
Theme Performance This Week
3 Nuclear Stocks Powering The AI Era
Nuclear could become one of the biggest investment themes of the next decade.
Before I Research A Stock, I Run This 5-Minute AI Test
Most investors use AI to find reasons to buy.
The Next AI Bottleneck Theme
This Fourth AI bottleneck could create the next generation of winners
The Four Forces Behind Friday's Selloff
A lot of retail investors woke up Saturday thinking Friday was the start of a crash.
The Only 9 Themes I Need for the Next Decade
Most retail investors track 200 stocks.
My Top 3 Swing Setups Right Now
Three setups. Three themes. One pattern hiding underneath.
Theme Radar
Where I See the Best Opportunities Right Now