my.stock.research
I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my 2k starting salary into a $1.5M+ portfolio, this is the research process/secret behind it 2 stock analysis a week + a Sunday market wrap $5/month
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 124 | Founded | 8 months ago | Last Issue | 8 days ago |
| Active | |||||
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mystockresearch.substack.comLatest Issues
Generative AI made the GPU famous. Agentic AI pays the memory stack.
I have been mapping the AI trade the way most people map it. Chips. Cloud. The lab with the best model. That map is incomplete.
When you use a frontier model, the answer is computed on a GPU. The data that makes the answer possible lives i...
Dario just asked the industry to slow down. Here is what I am buying anyway.
I have read Dario Amodei’s latest essay We Must Pace the Frontier, published this weekend, and I have summarised my thoughts and what it means for our investment thesis.
This is not a call to abandon AI. It is a call to stop treating raw s...
AI Infrastructure Weekly Intelligence - Week Ending September 12, 2026
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What Actually Happened
This was a record revenue week that the market treated as a warning rather than a celebratio...
Full Deep Dive Thesis - Is #CAT a BUY now at $815?
Caterpillar’s AI power transformation is real, but the opportunity now depends on disciplined entry prices and continued earnings execution.
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AI Infrastructure Weekly Intelligence - Week Ending September 5, 2026
AI demand remains strong, but the market is becoming increasingly selective as rates, power costs, tariffs and company specific guidance create a widening gap between winners and losers.
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I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my $2k starting salary into a $1.5M+ portfolio, this is the research/secret behind it. 2 stock analysis a week + a weekly market wrap $5/month
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