01-projects/investing/theses/

11 docs
(01-projects/investing/theses/) 11
  1. 2026-05-21 lilly glp1 longevity thesis investing-thesis
  2. 2026-05-20 elon verse v2 thesis
  3. 2026-05-18 memory cycle v1.1 investing-thesis
  4. 2026-05-18 elon verse v1 thesis
  5. 2026-05-18 nvidia adjacent v1 investing-thesis
  6. 2026-05-18 nvidia supply chain v1 investing-thesis
  7. 2026-05-18 power cycle v1.1 thesis
  8. 2026-05-17 power cycle v1 investing-thesis
  9. 2026-05-17 memory cycle thesis v1 framing investing-thesis
  10. 2026-05-17 memory cycle v1 investing-thesis
  11. 2026-05-12 innermost loop ai infrastructure investing-thesis