AI-driven investing to discover paradoxical truths.

I manage a personal account focused on emerging technologies with near-term commercial scalability. I invest through a concentrated, high-conviction, narrative-driven approach built on variant perception, validated by data science, sized with behavioral discipline, and hedged with tactical convexity. My current narratives span AI infrastructure and software, deep tech, blockchain, genomics, and precision medicine – sectors I believe will generate the most outsized commercial impact in the early phase of this AI super-cycle.

Explore Our Milestones

  • Auguries of the Still Mind

    The huntress finds her arrow’s mark within the bow from which it flew, And seeing the end is where it stands, she bids all distant lands adieu. Read more ⇢

  • Pointing at the AI Mirror

    I mistakenly thought AI would unite humanity. That our minds will eventually merge with machines using tech like Neuralink. That this would create a consciousness of universal compassion and kindness.… Read more ⇢

  • Short TSLA

    I met a traveller from an antique land, Who said—“Two vast and trunkless legs of stone Stand in the desert. . . . Near them, on the sand, Half sunk… Read more ⇢

  • On the Path of Consciousness and Liberation*

    The last jump in my spiritual step function happened on February 21, 2025 (Genesis 2:21) almost a year ago, and I have been transformed and reborn since. I have recently… Read more ⇢

  • On Learning to Dissect Fetal Pigs

    i want back my rocking chairs, solipsist sunsets, and coastal jungle sounds that are tercets from cicadas and pentameter from the hairy legs of cockroaches. i’ve donated bibles to thrift… Read more ⇢

  • Short POET

    I am not an expert in photonics or semiconductor physics, but I shared a short poem of $POET based on my limited creative writing abilities: The Myth of AI Photonics.  Read more ⇢

  • Short QUBT

    I am not an expert in quantum mechanics or computing, but I shared a short thesis of $QUBT based on my limited understanding: The Myth of AI Quantum Computing. Read more ⇢

  • Silver and the Physics of Electrification

    Electrification is the economy moving more work onto electrons: generating them (photovoltaic), converting and controlling them (inverters, chargers, motor drives), distributing them safely (switchgear, relays, connectors), and consuming them at… Read more ⇢

Read more: Auguries of the Still Mind