john mcanulty
john mcanulty @Global-Income

Performance
All

7.66%2026
2026
9.04%2025
2025
84.23%2024
2024
51.47%2023
2023
-37.61%2022
2022
19.32%2021
2021
21.10%2020
2020
37.17%2019
2019
-33.10%2018
2018
158.14%2017
2017
1.50%2016
2016
158.1%0%-158.1%
Discussions
john mcanulty
john mcanulty
United Kingdom
6d
AI data-centre growth is also a power story. GE Vernova gives my portfolio exposure to the power equipment and electrification side of the buildout. The case depends on demand turning into profitable delivery; project delays and valuation are risks I’m watching. What do you think becomes the bigger constraint:... Show More
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GEV
GE Vernova LLC
1013.29
13.94 (1.39%)
john mcanulty
john mcanulty
United Kingdom
6d
Global-Income is built around three long-term themes I believe in: AI infrastructure, enterprise adoption and digital hard money. Over the last two years, the portfolio is up 126.82%, compared with 79.45% for the Nasdaq 100 and 59.30% for the S&P 500. Since 2017, the longer-term return is 617.24%,... Show More
john mcanulty
john mcanulty
United Kingdom
9d
🧱 BUILDING THE AI STACK #2 ⚑ THE POWER WALL β€” WHEN AI BECOMES AN ENERGY STORY For the last few years, the AI race has largely been measured in silicon: GPUs. HBM. Advanced packaging. Leading-edge fabs. But there’s another unit increasingly worth watching: Megawatts. The IEA expects global data-centre... Show More
john mcanulty
john mcanulty
United Kingdom
10d
🧱 BUILDING THE AI STACK #2 ⚑ THE POWER WALL β€” WHEN AI BECOMES AN ENERGY STORY For the last few years, the AI race has largely been measured in silicon: GPUs. HBM. Advanced packaging. Leading-edge fabs. But there's another unit increasingly worth watching: Megawatts. The IEA expects global data-centre... Show More
john mcanulty
john mcanulty
United Kingdom
27d
πŸš€ AI INFRASTRUCTURE: THE BOTTLENECK THESIS KEEPS STRENGTHENING The AI infrastructure cycle is not slowing down β€” but where the value accrues is shifting fast. The first phase asked: Who has the best foundation model? The next phase increasingly asks: Who can physically deploy β€” and economically... Show More
john mcanulty
john mcanulty
United Kingdom
1mo
πŸ“Š MONTHLY REPORT β€” AUGUST 2026 Performance β€’ Portfolio Evolution β€’ Dual-Engine Strategy 1️⃣ Performance β€’ August: +15.63% β€” strongest month of 2026 to date β€’ 2026 YTD: +3.08% August delivered a significant rebound following a volatile first seven months. Importantly, the return wasn't dependent... Show More
john mcanulty
john mcanulty
United Kingdom
1mo
NVIDIA Q2: Why These Results Validate Investing Beyond NVIDIA NVIDIA delivered another exceptional quarter: β€’ Revenue: $96.2B (+106% YoY) β€’ Data Center: $89.0B (+117% YoY) β€’ Q3 Guidance: ~$108B, despite assuming zero China Data Center compute revenue But the most important takeaway for me isn't... Show More
john mcanulty
john mcanulty
United Kingdom
2mo
🧱 BUILDING THE AI STACK #1 Why the AI Winner May Not Matter: Follow the Physical Constraints Much of the AI investment debate focuses on one question: Who wins? $NVDA (NVIDIA Corporation) GPUs? AMD? Broadcom-designed custom silicon? Google TPUs? Amazon Trainium? Something we haven't seen yet? It's... Show More
john mcanulty
john mcanulty
United Kingdom
2mo
πŸ“Œ PINNED STRATEGY & INVESTMENT MANDATE AI Infrastructure β€’ Enterprise Adoption β€’ Digital Hard Money This portfolio is built around a simple idea: AI is moving from a model race into an industrial-scale infrastructure and adoption cycle. The opportunity is no longer confined to whoever designs... Show More
john mcanulty
john mcanulty
United Kingdom
2mo
πŸ“Œ Strategy & Mandate: @Global-Income This is a high-conviction investment strategy focused on AI Infrastructure and Digital Capital. 🎯 Core Thesis The portfolio is built around a simple principle: invest in the critical bottlenecks every AI application depends upon. I don’t invest in AI applications.... Show More

About john mcanulty
United Kingdom
Strategy: Growth

AI infrastructure β€’ Enterprise adoption β€’ Digital hard money | High-conviction, long-term
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