STRUCTURAL THEMES
Silver and the Physics of Electrification
The Myth of Space-Based Data Centers
The Myth of AI Quantum Computing
INVESTMENT THEMES
Hollywood’s Innovator’s Dilemma
AI Datacenter Power Oligopoly by IPPs
The Optical Moat: Why AI’s Next Battleground Isn’t a Chip, It’s a Switch
AI Inversion: Software to Hardware
INVESTMENT THESES
2026:
2025:
EVENT-DRIVEN THESES
CATALYSTS
How do you hedge Epstein Files?
TRADE MECHANICS
Total Portfolio Approach to Long Volatility
CTA Strategies to Capitalize Tail Risk
INVESTING TOOLKIT
Vibe Coding an Investment Risk Engine
POLITICAL DISCOURSE
On Learning to Dissect Fetal Pigs
Facade of Christian Nationalism
A Jungian Perspective of America’s Anima
COLLECTIVE UNCONSCIOUS
Jesus Christ, My Lord and Savior
On the Path of Consciousness and Liberation*
BEAUTIFULLY RUINED MEMOIR
Part I: Deconstruction
Part II: Reconstruction
Part III: Integration
Jude Christensen 