HeyJaredPublic Markets
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The 7-Year Wait to Power AI (opens the original)
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In Richland Parish, Louisiana, Meta is investing $27 billion in a data-center campus spanning four million square feet. Supplying it with electricity requires new substations, transmission infrastructure, and additional power plants.That last part takes considerably longer than putting up the buildings.Entergy broke ground in May 2026 on a 1.5-gigawatt gas-fired plant expected to begin operating in late 2028. More plants are planned for 2028 and 2029. For Meta, the pace of construction is only p
The Methodology Behind Our +197% Multibagger Portfolio (opens the original)
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Yesterday, I shared our memory thesis and the portfolio behind it, which has returned around 800%. And let’s be honest: you don’t get that kind of performance from a good investment method alone. AI is going through a boom, and many companies tied to AI infrastructure have seen their share prices explode.This thesis illustrates a market trend worth understanding and following. But that performance, on its own, tells you very little about portfolio management.The purpose of our thematic portfolio
The Next Winners of AI Infrastructure (opens the original)
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Almost one year ago, we started building a portfolio around a fairly simple idea.At the time, most of the attention around AI infrastructure was still concentrated on GPUs.But GPUs were only one part of the infrastructure being built.Behind them, AI systems also required much more memory and much more storage, and our view was that supply would struggle to expand fast enough to meet that demand.So we built a portfolio around this idea.We bought Micron for its exposure to DRAM and HBM, Sandisk an
The Hidden $11.3 Billion Tax on Global Aviation (opens the original)
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There is one investment thesis I shared on the newsletter some time ago that I eventually stopped talking about.It has still returned more than 40%, but there were simply too many more exciting things happening elsewhere — especially around fiber optics — so I gradually put this one aside.But recently, several developments brought my attention back to this thesis.It concerns the aerospace market.And let’s be honest, aerospace is not the kind of market that gets everyone excited.It is an aging in
AI’s Hidden $15.3 Billion Testing Tax (opens the original)
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In the last edition, I presented the thesis behind the memory shortage, which has delivered a return of more than 829% for one of the portfolios we published on Altis.finance.In fact, it is currently the best-performing portfolio among the more than 100 portfolios published on the platform.On August 18, I published a full edition presenting both the thesis and the portfolio. If you haven’t read it yet, I recommend starting there before coming back to today’s edition:Today, we are going to look a
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