Frontier tech, speculated on

Where frontier tech goes next

AI is the North Star. The buildout, crypto and macro move around it. I speculate on where it all heads, and trade it 🐒

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North Star frontier tech

NWAI computeChips, GPUs, neoclouds

NEFrontier labsModels, launches, who leads

WRoboticsFrontier hardware leaving the lab

EThe buildoutData centers, power, supply chain

SWMacroRates and the liquidity behind it

SECrypto x AI$BTC vs $QQQ, miners, AI tokens

Latest

pick one

Guides How I work a frontier tech trade coming soon Research Where AI and frontier tech go next coming soon Interviews Builders and investors on what comes next coming soon Watchlists Names I track, with levels and dates coming soon

every call, same shape