AlphaAbstractJordi Visser11 min read
Jordi Visser — AI Speed Crash Opportunity Investment Thesis
Source: AI's Speed Crash Is Creating the Next Opportunity, Jordi Visser (YouTube), July 12, 2026.
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Curated investment research notes synthesized from founder and operator interviews — focused on finding alpha in AI.
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View archive →- Dylan Patel12 min read
Dylan Patel — AI Infrastructure Stack Investment Thesis
Source: Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing, WisdomTree in Europe, July 8, 2026.
Read summary → - Ticker Symbol You11 min read
Alex (Ticker Symbol: YOU) — July 2026 AI Buys Investment Thesis
Source: Top Stocks I'm Buying For Massive Growth In July 2026, Ticker Symbol: YOU, July 7, 2026.
Read summary → - 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 → - Coreweave10 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 → - 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.
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