I share the ideas, research, and opportunities that shape my portfolio. From daily trades and market outlooks to long-term investments, my goal is to break down complex trends into clear, concise, and formulaic patterns within the market.

 

I'm especially focused on the industries I believe will define the next decade such artificial intelligence, big tech, AI infrastructure, nuclear energy, geopolitics, aviation, autonomous air taxis, and the future of food and delivery services.

 

I am also very intrigued with how certain investors think and leaders like Bill Ackman, Jamie Dimon, and Leopold Aschenbrenner to better understand where the world is headed and follow their trades based on current shifts in global politics.