Source Post

The creator discusses the transformative potential of AI agents in the economy and outlines three investmen...

Oct 23, 2026

The creator discusses the transformative potential of AI agents in the economy and outlines three investment areas: AI infrastructure, AI applications/platforms, and rewired finance. He lists several companies within these sectors that he is personally investing in.

Linked Mentions

Tickers discussed in this post

VBullishMedium ConvictionSignal-backedPrimary

The creator is investing in Visa as part of his rewired finance thesis.

COINBullishMedium ConvictionSignal-backedPrimary

The creator is investing in Coinbase as part of his rewired finance thesis.

AMZNBullishMedium ConvictionSignal-backedPrimary

The creator is investing in Amazon as a platform for AI agents.

NOWBullishMedium ConvictionSignal-backedPrimary

The creator is investing in ServiceNow as a platform for AI agents.

PLTRBullishMedium ConvictionSignal-backedPrimary

The creator is investing in Palantir as a platform for AI agents.

MUBullishMedium ConvictionSignal-backedPrimary

The creator is investing in Micron as part of his AI infrastructure thesis.

NVDABullishMedium ConvictionSignal-backedPrimary

The creator is investing in Nvidia as part of his AI infrastructure thesis.

AMDBullishMedium ConvictionSignal-backedPrimary

The creator is investing in AMD as part of his AI infrastructure thesis.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.