😬 𝐈’𝐕𝐄 𝐌𝐀𝐃𝐄 𝐒𝐎𝐌𝐄 𝐀𝐁𝐒𝐎𝐋𝐔𝐓𝐄 𝐌𝐀𝐑𝐄𝐒 𝐈𝐍 𝐌𝐘 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎
A few of them are still sitting there today. When I first started investing, I was much more likely to think, “It’s fallen a lot, so it must be cheap.” Sometimes that works. Sometimes you’re just adding more money... Show More
⚡ 𝗔𝗜 𝗡𝗲𝗲𝗱𝘀 𝗣𝗼𝘄𝗲𝗿 — 𝗪𝗵𝘆 𝗜 𝗢𝘄𝗻 𝗕𝗹𝗼𝗼𝗺 & 𝗚𝗘 𝗩𝗲𝗿𝗻𝗼𝘃𝗮
In my last post, I outlined why electricity and infrastructure are part of my AI investment thesis.
Two holdings connected to that theme are Bloom Energy ($BE (Bloom Energy Corp)) and GE Vernova ($GEV (GE Vernova LLC)).... Show More
⚡ 𝗔𝗜 𝗡𝗲𝗲𝗱𝘀 𝗣𝗼𝘄𝗲𝗿
Every AI model needs computing capacity. Behind that capacity are data centres that need electricity, cooling and reliable infrastructure.
That connection is one of the long-term investment themes I’m interested in.
𝗧𝗵𝗲 𝗳𝗮𝗰𝘁𝘀
• Global data centre electricity demand... Show More
Dear Copiers and Followers,
It's been a brutal few days and a few months, no question there. We have moved over the weeks into more cash, so now we wait and be patient whilst the market sorts itself out. Expect more drops in crypto over the coming months.
Yes, it's not great and it feels awful... Show More
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Tue Oct 13 2026 09:33:16 GMT+0000 (Coordinated Universal Time)