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400% YTD. The best investing community on the internet. Sharing deep dives, trade alerts, and expert interview insights.

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Latest Issues

Daniel Koss Portfolio Update (Oct 18, 2026)

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Up 293.54% YTD: Babyfolio’s Portfolio Update

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Down ~55% from ATH. Is this where the trend finally flips again?

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Technical Analysis: Keeping It Simple

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This article is part of my series on capital allocation. In the original article, I outlined the five principles behind how I manage my portfolio. This follow-up focuses on techincal analysis: how I use moving averages and gap fil...

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Authors

The writers behind this newsletter.

  • Edelbridge Alpha

    AI infrastructure investors & active traders sharing trade ideas, deep dives, and live portfolio updates. 2026 YTD: +350%. Known for running “AI Infrastructure” currently the highest-performing public portfolio on Autopilot.

  • TheBigBerbowski

    PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product

  • Daniel Koss
  • Babyfolio

    Software engineer & Investor for 10+ years building generational wealth for my 2 babies. Covering AI infrastructure.

  • Damnang

    EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand

  • Gaetano

    Independent equity analyst focused on optical networking, photonics, AI infrastructure, and the technologies enabling next-generation data centers.

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