Alan Mullins
Alan Mullins @lojikfool

Performance
All

7.46%2026
2026
12.19%2025
2025
25.56%2024
2024
51.64%2023
2023
-55.26%2022
2022
-14.67%2021
2021
33.25%2020
2020
24.76%2019
2019
4.89%2018
2018
55.3%0%-55.3%
Alan Mullins
๐™๐™๐™š ๐™‡๐™ค๐™ฃ๐™œ-๐™๐™š๐™ง๐™ข ๐™€๐™˜๐™ค๐™ฃ๐™ค๐™ข๐™ž๐™˜ ๐™€๐™ฃ๐™œ๐™ž๐™ฃ๐™š ๐™ค๐™› ๐˜ผ๐™„ There could be vast economic tailwinds for decades from AI, leading to massive increases in quality of life at the same time as declining cost of living. There may be some bumps in the road along the way but we are still in the very early... Show More
Alan Mullins
๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™‚๐™ง๐™ค๐™ฌ๐™ฉ๐™ ๐˜พ๐™๐™š๐™˜๐™ ๐™ž๐™ฃ A lot of smart people canโ€™t seem to decide if weโ€™re on the cusp of an AI golden age or the edge of AI jobs armageddon. It might be a matter of timing, whilst last week's US jobs numbers were double what was expected plus upward revisions for past months... Show More
Alan Mullins
๐™๐™๐™š ๐™๐™ง๐™š๐™š๐™ฏ๐™š๐™ง ๐™€๐™˜๐™ค๐™ฃ๐™ค๐™ข๐™ฎ ๐™–๐™ฃ๐™™ ๐™ฉ๐™๐™š ๐˜ฝ๐™–๐™ฃ๐™  ๐™ค๐™› ๐™…๐™š๐™ฃ๐™จ๐™š๐™ฃ $SPX500 $NSDQ100 It turns out that in addition to AI infrastructure spending being significantly backed by cash flows, still falling behind the demand curve and generating revenue the day it goes online, thereโ€™s another reason... Show More
Alan Mullins
Going Around In Circles? $CRCL (Circle Internet Group Inc) Circle Internet Group's latest quarterly earnings were out yesterday. Circle issues stablecoins (USDC, EURC, etc.). Its Circle Mint platform allows businesses to mint and redeem Circle stablecoins. Circle was listed on the Nasdaq mid last... Show More
Alan Mullins
๐™€๐™˜๐™ค๐™ฃ๐™ค๐™ข๐™ž๐™˜ ๐˜พ๐™๐™š๐™˜๐™ -๐™ž๐™ฃ ๐™–๐™ฃ๐™™ ๐™Œ๐™ช๐™–๐™ง๐™ฉ๐™š๐™ง๐™ก๐™ฎ ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ข๐™š๐™ฃ๐™ฉ ๐™๐™š๐™ข๐™ž๐™ฃ๐™™๐™š๐™ง PCE inflation hit 4.1% last week, mostly driven by oil and gas but potentially with other factors including โ€œAI-flationโ€. On the other hand oil has declined recently due to developments in the Iran war.... Show More
Alan Mullins
๐Ÿญ๐™Œ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐™๐™š๐™ซ๐™ž๐™š๐™ฌ & ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™‚๐™ง๐™ค๐™ฌ๐™ฉ๐™ ๐˜พ๐™๐™š๐™˜๐™ -๐™ž๐™ฃ $SPX500 $NSDQ100 โ€œMay you live in interesting timesโ€ is supposed to be a curse, but Iโ€™m actually quite exited and optimistic about the current interesting times weโ€™re living through. I prefer Warren buffets quote that โ€œthe Market... Show More
Alan Mullins
๐™๐™๐™š ๐˜ผ๐™œ๐™š๐™ฃ๐™ฉ๐™ž๐™˜ ๐™Ž๐™๐™ž๐™›๐™ฉ: ๐™ˆ๐™–๐™ฅ๐™ฅ๐™ž๐™ฃ๐™œ ๐™ฉ๐™๐™š ๐™‰๐™š๐™ญ๐™ฉ ๐™๐™ง๐™ค๐™ฃ๐™ฉ๐™ž๐™š๐™ง ๐™ค๐™› ๐™€๐™ฃ๐™ฉ๐™š๐™ง๐™ฅ๐™ง๐™ž๐™จ๐™š ๐˜ผ๐™„ $SPX500 $NSDQ100 While the first wave of enterprise AI focused on "chatting with data," the second wave will be defined by action. We are moving away from LLMs as passive encyclopedias... Show More
Alan Mullins
๐Ÿฐ๐™Œ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™‚๐™ง๐™ค๐™ฌ๐™ฉ๐™ ๐˜พ๐™๐™š๐™˜๐™ -๐™ž๐™ฃ & ๐™Œ๐™ช๐™–๐™ง๐™ฉ๐™š๐™ง๐™ก๐™ฎ ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ข๐™š๐™ฃ๐™ฉ ๐™๐™š๐™ข๐™ž๐™ฃ๐™™๐™š๐™ง $SPX500 $NSDQ100 The Middle East War has compounded the SaaSpocalypse but I expect both will blow over. Itโ€™s best to maintain a decade(s) long investing time horizon. There will be... Show More
Alan Mullins
๐™๐™ช๐™ข๐™ค๐™ช๐™ง๐™จ ๐™Š๐™› ๐™Ž๐™ค๐™›๐™ฉ๐™ฌ๐™–๐™ง๐™š๐™จ ๐˜ฟ๐™š๐™ข๐™ž๐™จ๐™š ๐™ƒ๐™–๐™ซ๐™š ๐˜ฝ๐™š๐™š๐™ฃ ๐™‚๐™ง๐™š๐™–๐™ฉ๐™ก๐™ฎ ๐™€๐™ญ๐™–๐™œ๐™œ๐™š๐™ง๐™–๐™ฉ๐™š๐™™ $SPX500 $NSDQ100 With the portfolio up 114% from 2023-2025 a pullback is very normal, but the reason for the pullback is one of the more interesting ones Iโ€™ve seen in decades. By some measures... Show More
Alan Mullins
๐˜ผ๐™„ ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ž๐™ฃ๐™œ & ๐™€๐™ฃ๐™ฉ๐™š๐™ง๐™ฅ๐™ง๐™ž๐™จ๐™š ๐˜ผ๐™„ ๐˜ผ๐™™๐™ค๐™ฅ๐™ฉ๐™ž๐™ค๐™ฃ Last years GenAI Divide report from MIT was sobering. Based on 150 interviews with leaders and an analysis of 300 deployments, the report revealed that roughly 95% of AI pilot programs deliver little to no measurable impact on... Show More

About Alan Mullins
Singapore
Strategy: Growth

+100% last 3 years-The Digital Economy never had a recession-AI is here-Bloomberg Featured
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