Investing in the 2nd wave of AI -Thematic Investing, Data-Driven Investing, Trade Ideas, Daily Notes.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 198 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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mmmtwealth.comLatest Issues
What Markets Are Saying & What’s Mispriced?
Long Crypto. Long AI Infrastructure.
An eventful weekend in the AI space.
Thematic Opportunity: Nuclear & SMRs
Not a quick trade. But a theme to be a part of.
I’ve been publicly bullish on the uranium and nuclear market for a while now. CEG has been in my portfolio for a long time…LEU and SMR since 2025.
What Markets Are Saying & What’s Mispriced?
Long crypto. Long AI infra.
Since my note last week, the micro take has played out more of a backseat role whilst the 10Y treasury rates continue to climb…now at 4.784%.MMMT Wealth is a reader-supported publication. To receive new posts an...
What Markets Are Saying & What’s Mispriced?
Last week was an important week post NVDA earnings and Jackson Hole.
Last week was an important week post NVDA earnings and Jackson Hole. As a result we saw a slight rise in the DXY, a slight rise in US 10-Yr yields, and a rise in 2-Yr yie...
Thematic Opportunity: Digital Biology
Four Key Digital Biology Trades
For the first time in history, biology is heading towards a place where luck, guesswork, and long testing cycles are no longer a thing.
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A CPA \ud83d\udc5c Providing you with investing advice, PDFs, graphics, and quality stock ideas. All for *FREE*.
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