Hi everyone,
Since December, I’ve become deeply involved in the AI investing world, and it’s been fascinating.
I hadn’t considered that engineering intuition could also be used to explore investment ideas, but that’s exactly what pulled me into this space.
Anyway, I started listening to the AI Investors Podcast hosted by
@bleekertech and Austin Smith, and became intrigued by how the AI investment narrative really plays out. I applied to write for
247wallst.com and have been publishing there since March.
Some of the names I’ve been exploring so far:
$BE $CAT $ONTO $AIXA $AAOI $MU $LRCX
A couple of articles I especially enjoyed working on:
$BE: advantages over traditional power generation, key risks, and long-term outlook
247wallst.com/investing/2026…
$LRCX: next-generation etching tools that could become critical for subnanometer AI chips later this decade
247wallst.com/investing/2026…
Anyway, the idea is to repost here what I publish on 247wallst, share thoughts and ideas, and discuss the next big players in the game.
This is my first post, so enjoy! :)