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 →- 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 → - Gavin Baker13 min read
Gavin Baker Watts, Wafers, and AI Infra Investment Thesis
Source: Watts, Wafers, and the Future of AI Infra, Invest Like The Best (Patrick O'Shaughnessy), May 20, 2026.
Read summary → - Jordi Visser8 min read
Jordi Visser — Bubbles, Parabolas & Speed Crashes Investment Thesis
Source: Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure, Jordi Visser (YouTube), May 2026.
Read summary → - Chamath9 min read
Chamath Palihapitiya — Stanford AI Era Playbook Investment Thesis
Source: Stanford AI Club: Chamath on How to Win in the AI Era, Stanford AI Club, May 2026.
Read summary → - SemiAnalysis10 min read
Max Kan GPT 5.5 vs Claude 4.7 Tokenomics Investment Thesis
Source: Ep. 011 — GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink, SemiAnalysis Weekly (Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan), May 5, 20…
Read summary → - Jensen9 min read
Jensen Huang — Milken Global Conference 2026 Investment Thesis
Source: Leading in the Age of AI: A Conversation with NVIDIA CEO Jensen Huang \| Global Conference 2026, Milken Institute (Becky Quick, CNBC), May 4, 2026.
Read summary → - Jordi Visser15 min read
Jordi Visser — AI Capex Cycle Investment Thesis
Source: Your Capex Is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle, 22V Research / Jordi Visser, May 3, 2026.
Read summary → - Amazon8 min read
Amazon Q1 2026 Earnings — AI Investment Signals
Sources: Q1 2026 Earnings Release and Earnings Call Transcript, April 29, 2026.
Read summary → - Demis Hassabis9 min read
Demis Hassabis — Agents, AGI & Scientific Discovery Investment Thesis
Source: Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough, Y Combinator — How to Build the Future (Garry Tan), April 29, 2026.
Read summary → - Karpathy14 min read
Karpathy Agentic Engineering Investment Thesis
Source: Andrej Karpathy: From Vibe Coding to Agentic Engineering, Sequoia Capital / Stephanie Zhan, April 29, 2026.
Read summary → - Qualcomm7 min read
Qualcomm Q2 FY2026 Earnings — AI Diversification Investment Thesis
Source: Qualcomm Q2 FY2026 Earnings Call, Cristiano Amon & Akash Palkhiwala, April 29, 2026.
Read summary → - Reiner Pope9 min read
Reiner Pope Training, Serving & ML Infra Investment Thesis
Source: How GPT, Claude, and Gemini are actually trained and served – Reiner Pope, Dwarkesh Patel, April 29, 2026.
Read summary → - Jordi Visser12 min read
Jordi Visser — Scarcity vs. Abundance Investment Thesis
Source: AI Is Destroying Every Moat Except Bitcoin | Jordi Visser, Bankless, April 27, 2026.
Read summary → - Dylan Patel9 min read
Dylan Patel — AI Token Supply & Demand Investment Thesis
Source: The Supply and Demand of AI Tokens | Dylan Patel Interview, Invest Like The Best (Patrick O'Shaughnessy), April 23, 2026.
Read summary → - Jensen11 min read
Jensen Huang AI Investment Thesis
Source: Jensen Huang – Will Nvidia's Moat Persist?, Dwarkesh Patel, April 15, 2026.
Read summary → - Dylan Patel11 min read
Dylan Patel — AI Compute Bottlenecks Investment Thesis
Source: Dwarkesh Podcast — "Deep dive on the 3 big bottlenecks to scaling AI compute", Dylan Patel / SemiAnalysis, March 13, 2026.
Read summary → - SemiAnalysis10 min read
SemiAnalysis Datacenter Energy & Anthropic Disruption Investment Thesis
Source: Ep. 004 — The Impact of AI Datacenters On Consumer Power Costs, SemiAnalysis Weekly (Jordan Nanos, Doug O'Laughlin, Jeremie Eliahou Ontiveros), March 5…
Read summary → - SemiAnalysis11 min read
Doug O'Laughlin Claude Code & Memory Shortage Investment Thesis
Source: Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis, Latent Space (Swyx), February 24, 2026.
Read summary → - Anthropic14 min read
Dario Amodei AI Investment Thesis
Source: Dario Amodei — "We are near the end of the exponential", Dwarkesh Patel, February 13, 2026.
Read summary → - Space X11 min read
Elon Musk — SpaceX Orbital AI Investment Thesis
Source: Dwarkesh Podcast — "In 36 months, the cheapest place to put AI will be space", Elon Musk with John Collison, February 5, 2026.
Read summary → - Tesla12 min read
Elon Musk — Tesla Optimus and Critical Materials Investment Thesis
Source: Dwarkesh Podcast — "In 36 months, the cheapest place to put AI will be space", Elon Musk with John Collison, February 5, 2026.
Read summary → - Amazon14 min read
Chris Camillo's Amazon Investment Thesis
Source: Meta Beats. Microsoft Misses. Why Amazon Matters Most, Dumb Money Live, published January 30, 2026.
Read summary → - Jensen12 min read
Jensen Huang BG2 Pod AI Investment Thesis
Source: NVIDIA: OpenAI, Future of Compute, and the American Dream, BG2 Pod w/ Bill Gurley & Brad Gerstner, September 26, 2025.
Read summary →