Future Cognitive Capital
Hidden Market Gems, Crystal, EmeraldFuture Cognitive Capital is an institutional-grade research lab focused on AI, data and data compounders. A highly concentrated portfolio, a strict framework, +350 % since January 2024. Only investing in the top 0.01% company in the world.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 43 | Subscribers | Read | hiddenmarketgems.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Tech Companies Can No Longer Be Analyzed Like Tech Companies
This article naturally follows what I write on data, which is our investment thesis:
The Hidden Winner of AI
This company is the most underrated and hidden player of AI. We expect a very reasonable assessment of +35 to +45% in the following months for the stock. We give the name and explain why.
AI is Coming, Software Must Adapt or Die
Why the software you thought was safe is quietly breaking, AI will come as a tsunami and only concrete software will survive the wave.
Data-Driven Business Evolution
Week of Feb 3–7, 2026
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Authors
The writers behind this newsletter.
Ex-Private Equity, specialized in techs and digital transformation. I invest in unpriced problems of tomorrow.
Writer for Future Cognitive Capital
Writer for Future Cognitive Capital and The Second Ordered.
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