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The Definitive Guide to Investing in Agentic AI
Building an Agentic Stack
May 16
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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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78
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Notes on Compute
Agents need CPUs
May 7
•
Market Sentiment
72
4
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MS Portfolio Update | May 2026
CPUs are the new GPUs
May 4
•
Market Sentiment
41
2
1
Deep Dive: MKS Inc ($MKSI)
Picks and shovels of picks and shovels
Apr 16
•
Market Sentiment
50
1
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Deep Dive: SK Hynix
Capitalizing on AI-manufactured scarcity
Feb 8
•
Market Sentiment
32
2
9
Bonds might spoil the party
Priced for Perfection
May 26
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Market Sentiment
42
2
The Next 4 AI Bottlenecks
Optics, memory, and transformers (not the one you are thinking)
Apr 10
•
Market Sentiment
35
4
MS Portfolio Update | April 2026
Hedging the crisis
Apr 2
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Market Sentiment
31
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