AlphaAbstractCoreweave10 min read
Steven Fiorillo — CoreWeave Compute Gap Investment Thesis
Source: Coreweave: Why I have been buying shares into weakness, Steven Fiorillo, June 13, 2026.
Read summary →Research notes
Stock summaries & outlooks
Curated investment research notes synthesized from founder and operator interviews — focused on finding alpha in AI.
Latest
View archive →- Jordi Visser12 min read
Jordi Visser — SpaceX IPO, Bitcoin, and AI Investment Thesis
Source: Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?, Anthony Pompliano (The Pomp Podcast), June 13, 2026.
Read summary → - Gavin Baker15 min read
Gavin Baker — SpaceX IPO and AI CapEx Investment Thesis
Source: The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang, Bg2 Pod (Brad Gerstner), June 11, 2026.
Read summary → - Jordi Visser13 min read
Jordi Visser — AI Supercycle Investment Thesis
Source: The AI Supercycle with Jordi Visser | Raoul Pal the Journey Man, Raoul Pal The Journey Man, June 11, 2026 (recorded June 4, 2026).
Read summary → - Jensen12 min read
Jensen Huang — AI Factory and the Dynamo of the Intelligence Age Investment Thesis
Source: NVIDIA's Jensen Huang on Building the Dynamo of the Intelligence Age, Sequoia Capital (Konstantine Buhler), June 10, 2026 (recorded May 2026).
Read summary → - Dan Ives12 min read
Dan Ives — How To Make Millions in AI Stocks Investment Thesis
Source: How To Make Millions Investing In AI Stocks | Dan Ives, From The Desk Of Anthony Pompliano, May 23, 2026.
Read summary →