HeyJaredMMMT Wealth
Investing in the 2nd wave of AI -Thematic Investing, Data-Driven Investing, Trade Ideas, Daily Notes.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Jul 5, 2026
Latest issues
What Markets Are Saying & What’s Mispriced? (opens the original)
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I’m still firmly on the side of being long AI infrastructure and long crypto if you have an investment time frame more than a few months.And I’m still firmly on the side of seeing a choppy market for the near future as negative macro sentiment pushes the market down whilst an ongoing stream of incredibly bullish micro news continue to hold the market up. The market looks like it’s creating a bit of a double top here but we still sit firmly above all important moving averages and support zones so
Coinbase (COIN): My 2031 Price Target (opens the original)
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COIN is building the infrastructure for the AI native finance world we’re entering and few people are fully aware what’s happening. MMMT Wealth is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.<div clas
What Markets Are Saying & What’s Mispriced? (opens the original)
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As I’ve been saying in every weekly issue, the doomsday focus on the yield story is not the full picture. Yields remain high yes, but the underlying economy remains strong too…and we remain in the middle of the greatest technological revolution we’ve ever been through. Now is the the time to be aware of the macro situation, but remain with a bullish bias. That’s exactly what I’ve done as I’ve continued to hold and add to the highest conviction names. Those who have been focused on yields and foc
What Markets Are Saying & What’s Mispriced? (opens the original)
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An eventful weekend in the AI space. For those that haven’t seen the past few days OpenAI and Anthropic are aiming towards having 3rd party evaluators (from unknown organizations) to slow down the “Pace the Frontier” as Dario explained. There’s countless takes I can make on this and countless takes I’ve read on X over the weekend. But my aim here is to strip this all back and evaluate the investment implications with you as well as do our weekly macro and micro check in with my look at what’s mi
Thematic Opportunity: Nuclear & SMRs (opens the original)
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I’ve been publicly bullish on the uranium and nuclear market for a while now. CEG has been in my portfolio for a long time…LEU and SMR since 2025. This piece is a look at the entire uranium and nuclear stack and the best way to play this theme. Here’s a TL:DR overview of exactly what’s in this nuclear and SMR piece: Nuclear is back from 2011-2020 slump because decarbonization, energy security, and AI need dense, 24/7, carbon free power. Uranium prices will likely stay propped up and even rise to
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