Graphene was the most hyped material of the century. Then it spent fifteen years going nowhere, and the market filed

Ten names under ~$10B, before they go large-cap. The giants get the headlines. The runway lives one tier down. $CIFR

Watching the screen all day feels like diligence, but activity is not an investment process. Constant price checks amplify noise,

The AI trade has quietly changed its unit of account. In 2023 and 2024, scarce GPUs determined who got allocation

The world is structurally short compute. Every major efficiency gain in computing history lowered the cost of a unit of

Imagine knowing in 1996 that the internet was real, but not knowing which companies would become the winners. Google did

In 1996, you knew the internet was real, but Google did not exist and Amazon was still a bookstore. The

What is the next great technology? I focus on AI investing, and my other half @FrankDPrestia focuses on AI technology

AST SpaceMobile just filed to test spectrum it doesn’t own. That’s not a mistake. That’s the signal. The bands817824 and

A rising account balance can quietly rewrite an investors self-image. Good outcomes become evidence of superior judgment, sizing increases, and

The market often prices a delay before it prices the milestones that resolve the delay. That distinction matters in infrastructure