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New Position: The Silent Bottleneck Behind AI, Robotics & Defense
Walk into any conversation about the future technology right now and you will hear the same two words.
Aug 4
•
Futurist
23
2
4
Follow The Capital - 7 Disruptive Theme ETFs
The complete ETF map of the next tech cycle: SMH, DRAM, LAZR, NASA, KOID, GRID, REMX. Holdings, costs, risks, and which two are actually worth owning.
Aug 4
•
Futurist
30
2
7
July 2026
Why AI and Semis Are Selling Off: The Real Reasons Explained
Nine drivers. Ranked by how much they matter.
Jul 29
•
Futurist
42
5
5
Elon Musk’s Latest $1 Billion Bet Reveals AI’s Next Bottleneck
Elon Musk just spent roughly $1 billion buying a gas-turbine company.
Jul 17
•
Futurist
40
9
7
Humanoid Robotics Theme: Hidden Gems, Small Caps & Leaders
Humanoid robotics is the next Multi-Trillion-Dollar Buildout
Jul 13
•
Futurist
42
7
9
AI Research Framework #1: Finding Winning Investment Themes
Most Investors Use AI the Wrong Way
Jul 6
•
Futurist
30
3
10
The First Pure-Play Humanoid Robot Stock You Can Actually Buy
For two years, the most exciting theme in technology has been almost impossible to actually buy.
Jul 1
•
Futurist
19
3
2
June 2026
Three Fuel Cell Stocks Powering the AI
Most investors understand that AI needs chips.
Jun 30
•
Futurist
22
6
The Future of Genomics: 6 Stocks Building the Next Era of Medicine
I started this newsletter because I believe the biggest investment opportunities come from long-term technological shifts, not short-term market trends.
Jun 29
•
Futurist
64
4
8
New Position: The AI Energy Bottleneck Wall Street Is Missing
I added a new position to my portfolio yesterday.
Jun 25
•
Futurist
20
4
The Silent Bottleneck: The Grid Infrastructure Stocks Winning the AI Race
The AI power story is quietly entering its most lucrative phase, and almost everyone is looking in the wrong direction.
Jun 22
•
Futurist
36
7
8
Weekly Recap: New AI Energy Position Added
Theme Performance This Week
Jun 21
•
Futurist
10
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