Start Here
New to AI investing? Follow these six steps — from understanding the market to building long-term discipline. This site is educational: it gives you a framework, not buy/sell signals.
- 01→
Learn the layers of the AI market
First separate compute vs. infrastructure vs. applications vs. energy — each layer has a very different moat and risk.
- 02→
See how the legends are positioned
Rather than chase the theme, see how Buffett, Cathie Wood, Duan Yongping and others allocate to AI — and why.
- 03→
Compare consensus and divergence
Which names many hold in common (e.g. Amazon), and where they clearly disagree (e.g. Nvidia — some add, some trim).
- 04→
Research individual stocks
Go stock by stock: bull/risk view, themes, which legends hold it, and (optional) live price.
- 05→
Build long-term discipline
Turn competence, moats, valuation discipline, and position sizing into an actionable checklist.
- 06→
Look up any term as you go
13F, capex, HBM, moats, dollar-cost averaging… all in one place.
Three rules to remember
- 1Invest only in what you understand — know which layer you’re buying.
- 2The price you pay for growth determines your return — keep a margin of safety.
- 3Cap any single position — survive to compound.