Everyone Wants to Buy the Robot. I’m Buying This Instead.
I spent weeks mapping the robotics stack. The obvious trade is premature—but one overlooked layer already has the economics I want.
The Hustle
Elite Popular Investor on eToro 🏆 | 1000+ copiers | $6M AUM | Documenting my portfolio and trade ideas | Sharing my "selling the top" strategy | Read by the largest crypto funds on the planet 🌏
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Latest episodes
Investing in the AI Age: SPCX
SPCX Analysis and Allocation Strategy
Attractive Prices, Unfriendly Conditions
The case for owning crypto and waiting on AI
Crypto Looks Cheap, Macro Still Looks Ugly
Crypto is bottoming, RORO remains risk-off, and I am preparing for the next major allocation in AI.
The AI Trade - Part 2: ETF Allocation
A multi-year ETF roadmap for buying the right layers of the AI stack when the market gives us the chance.
The AI Trade - Part 1: The Trigger
The AI allocation for the next decade
The Easy Money Was Made in Panic
Now the game is different
The AI Age Is Forcing Markets to Reprice Everything
Tech earnings, CAPEX, IPOs, and crypto may all be telling the same story.
Our Suite of Tools - A reference guide
A clear system for knowing when to add risk, reduce it, or do nothing
I Deployed Again - Here’s Why
How ETF flows and momentum are quietly reshaping the market regime