Young Bull
YoungbullThe Physical Layer of AI, and how I'm playing it. Real portfolio. Time-stamped trades. Receipts, not predictions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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youngbullinvests.substack.comLatest Issues
Own What AI Needs, Not What It's Eating.
I’ll say the quiet part out loud. A huge chunk of the stocks people still call tech are not growth stories anymore. They’re the past wearing a lanyard. And the hype around some of them genuinely annoys me, because the numbers stopped agreei...
Everyone Bought the Cooler. I Bought the Coolant.
The cooling trade has three layers. The crowd priced two of them. The third gets its catalyst on July 20.
Nvidia's next chip pulls 1,400 watts. One chip. A single GB300 NVL72 rack runs past 150 kilowatts, and air physically cannot carry th...
The Whole Book Is Red. I'm Not Touching a Single Sell Button.
Every name I have conviction in is down. Ouster off 39% from its high. Arm off 40%. Rocket Lab cut in half. AST cut in half. Credo, Silicom, Nebius all bleeding 25 to 35% off the top. If you only looked at my screen today you’d think the th...
AI Ran Out of Transformers. One Company Makes the Steel.
honestly this is the most on-thesis name I’ve found in months and Wall Street still has it filed under “dying auto-steel stock.”
Here’s the setup. Every AI data center needs transformers to pull grid power into the building. The country ra...
AI Just Hit a Wall. Buy the Wall.
Every LLM answer you've ever read was bottlenecked by the same thing, and it wasn't the GPU. When a model generates text it is bandwidth-bound, not compute-bound. The chips are fast enough. The memory feeding them is not. The industry solve...
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Authors
The writers behind this newsletter.
Real portfolio. Real moves. Real age. Im a 17 year old documenting the AI investing revolution in real time, and putting my money behind it. Not financial advice. Just receipts. By Quinn https://qbyars08-ui.github.io/yb-terminal/
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