Young Bull
YoungBullThe Physical Layer of AI, and how I'm playing it. Real portfolio. Time-stamped trades. Receipts, not predictions.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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youngbullinvests.substack.comLatest Issues
The Box Outside My House Is a $36 Billion AI Stock
The electrical box outside my house has a name stamped on it. EMCOR. I have walked past it probably a thousand times and never once read it. Last week I actually did. Then I looked it up.
Thanks for reading Young Bull! Subscribe for free t...
You Know CPU and GPU, Have you Heard of The Third Chip?
You know what a CPU does. You know what a GPU does. there is a third chip sitting in every serious AI data center right now, and most people cannot tell you what it is or why it had to exist.
It is the DPU. and the company that makes the w...
I Took Tesla Apart. The Cars Were Never the Point.
I do not own Tesla. It fails my one rule: I buy the raw materials, the hardware, and the power that force AI to exist in the real world, and Tesla is the thing those parts get built into, not the parts. But I spent a full day taking it apar...
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The Three Gates
A stock has to clear three gates, in order, to get full size.
- Gate 1, the book. Does it fit what I am building. I invest in the Physical Layer of AI: the power, chips, networking, cooling, and compute hardware the w...
Eleven Names. One Rule. The Request Line Is Open.
June 2. Jensen Huang stood on the Computex stage in Taipei, put his arm around Marvell, and called it the next trillion dollar company. The stock ripped 32 percent in one session and added 60 billion dollars in market value. A single day....
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Authors
The writers behind this newsletter.
Real portfolio. Real moves. Real age. A 17-year-old documenting the AI investing revolution in real time. Not financial advice. Just receipts. https://youngbullinvests.com/ By Quinn Byars
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