
400% YTD. The best investing community on the internet. Sharing deep dives, trade alerts, and expert interview insights.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 7 months ago | Last Issue | 13 days ago |
| Active | |||||

What Happened? Where Are We? What's Next?
Author: Daniel Koss
How Markos and Mark combine investment strategy, engineering expertise, and firsthand data-center experience to find opportunities in AI infrastructure.
Author: Daniel Koss
How I’m Turning Volatility Into More Nebius Shares and Where I’d Go All-In
As of market close on October 10, 2026, my portfolio is up 293.54% year to date.
Down ~55% from ATH. Is this where the trend finally flips again?
Author: Daniel Koss
Author:
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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The writers behind this newsletter.
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.
PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Software engineer & Investor for 10+ years building generational wealth for my 2 babies. Covering AI infrastructure.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Independent equity analyst focused on optical networking, photonics, AI infrastructure, and the technologies enabling next-generation data centers.
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