Ideas
Ideas
+1
Jul 22, 2026
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2 min read
Why AAOI and Marvell lead the AI photonics trade
Jensen called it a future trillion-dollar company.
Ideas
+1
Jul 20, 2026
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2 min read
Why Robinhood becomes financial infrastructure for AI agents
Revenue grows without a single new human user.
Ideas
+1
Jul 15, 2026
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2 min read
Why Micron, Corning and Infineon lead the next AI trade
Three new trades forming with memory, optics and power.
Ideas
+1
Jul 13, 2026
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2 min read
How LLY mirrors Google's reinvestment playbook
Investing their drug revenue into AI infrastructure.
Ideas
+1
Jul 8, 2026
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2 min read
Why Nebius beats CoreWeave, IREN and Cipher Mining
NBIS to reach $300 by the end of the year.
Ideas
+1
Jul 6, 2026
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2 min read
Why CCXI gives direct exposure to Agility Robotics
Only robotics company with commercial revenue.
Ideas
+1
Jul 1, 2026
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2 min read
Our latest high-conviction bet: Marvell
The latest chapter of the AI buildout.
Ideas
+1
Jun 29, 2026
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2 min read
Why ServiceNow becomes the enterprise AI platform
85% Fortune 500 penetration. 97% retention. Centralizes scattered AI agents and workflows.
Ideas
+1
Jun 25, 2026
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2 min read
Melvin’s new target for Micron: $4,000
Micron revenue went from $8B to $41B in one year.
Ideas
+1
Jun 23, 2026
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2 min read
Why Kyle and Melvin bought SpaceX at $156
SPCX bull case: $200 near-term, $250 by year-end.
Ideas
+1
Jun 17, 2026
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2 min read
Melvin's biggest bet in June: Meta
Cheapest of the four. Growing the fastest.
Ideas
+1
Jun 15, 2026
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3 min read
Vincent isn’t buying any of the AI IPOs
He’s looking deeper at Qnity.
Ideas
+2
Jun 12, 2026
•
13 min read
I’m not buying SpaceX, Anthropic, or OpenAI
There are better winners hidden beneath the glamour of the IPOs.
