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The Definitive Guide to Investing in Agentic AI
Building an Agentic Stack
May 16
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Market Sentiment
60
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Green paper is not evergreen. Gold is.
Feb 23, 2025
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Market Sentiment
63
1
19
Tail Risk Hedging
Aug 6, 2025
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Market Sentiment
63
4
6
Beyond the Copper Wall
Dec 8, 2025
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Market Sentiment
78
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Notes on Compute
Agents need CPUs
May 7
•
Market Sentiment
72
4
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One Year of Rebound Capital
Take a simple idea and take it seriously
Jun 9
•
Rebound Capital
and
Market Sentiment
17
Deep Dive: MKS Inc ($MKSI)
Picks and shovels of picks and shovels
Apr 16
•
Market Sentiment
50
1
1
Deep Dive: SK Hynix
Capitalizing on AI-manufactured scarcity
Feb 8
•
Market Sentiment
32
2
9
MS Portfolio Update | June 2026
The good old days
Jun 3
•
Market Sentiment
36
3
1
Bonds might spoil the party
Priced for Perfection
May 26
•
Market Sentiment
46
5
MS Portfolio Update | May 2026
CPUs are the new GPUs
May 4
•
Market Sentiment
43
2
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