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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 $9.9/month

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Latest Issues

The Consumer AI Ceiling: Why the Real Growth Is Enterprise Only

It got me thinking the other day.

I have a friend who is a developer. He barely uses AI in his daily life. No ChatGPT, Claude or Gemini.

Another friend is a senior developer. His AI usage is mostly limited to vibe coding the occasional si...

7 days ago
7

AI Infrastructure Weekly Intelligence - Week Ending August 22, 2026

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What Actually Happened

1. Rates became the dominant force

This week reversed the pattern of the previous two....

10 days ago
9

Full Deep Dive Thesis - Is #CBRS a BUY now at $221?

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13 days ago
8
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Physical Robotics AI: The Next Multi Trillion Dollar AI Wave

22 US Stocks Recommendations: The Next Phase of AI Is Moving Into the Physical World

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15 days ago
10
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AI Infrastructure Weekly Intelligence - Week Ending August 15, 2026

Nvidia Has Become Increasingly Binary. The bigger risk may be Nvidia itself.

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17 days ago
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  • 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/secret behind it. 2 stock analysis a week + a weekly market wrap $9.9/month

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