Investing in the 2nd wave of AI -Thematic Investing, Data-Driven Investing, Trade Ideas, Daily Notes.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 182 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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The Chemical Level of AI: Early in The Cycle
A Chemicals Basket
The AI infrastructure buildout is the cycle we are currently in…and it could the cycle we’re in for some time. More energy is required, power grids need upgrading, more chips are needed, more complex chips are needed, mo...
Midweek Update: Risk to Reward
Where I See the Opportunities: Chemicals & Metals & A few Individual Names
Hi all,
Silver: Why This is a Great Investment For The Next 5+ Years
And The Best Stocks
Think of the bottlenecks.
Ideas For The Week: Chemicals, Silver, and My Highest Conviction High Growth Bet
20.04.2026
As for many, last week was a great week for the portfolio. I’ve had some names doo incredibly well lately which paid subs are aware of since I share my exact portfolio all for free in real time.
Ideas For The Week: Silver, Solar, & The Materials That Matter
12.04.26
Another volatile week in the books.
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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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