Investing in the Age of AI
Investing in the Age of AI
When Everyone's Selling Fear or FOMO, We Show You the Math
Real data. Transparent assumptions. No hype.
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AI Risk Assessment
Enter your holdings. Find out how much of your portfolio is actually an AI bet, and what happens if the thesis breaks.
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The numbers behind the AI investment story. Free, always.
Latest Essays
S&P
Essay
Can AI beat the market? We tested every credible ChatGPT stock-picking experiment. The results reveal what LLMs actually excel at and where they catastrophically fail.
May 2026
2%
Essay
Tests what AI can actually do in stock selection in 2026. AI generates ~2% annual alpha at best, enough to matter, not enough to skip homework.
April 2026
78%
Essay
How NVIDIA extracts a 78% margin tax from every AI company. Analysis of GPU spending, competitive moats, and portfolio implications.
April 2026
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Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .
Nothing on this site constitutes investment advice. All content is for informational purposes only. Full terms .