Investing in the Age of AI

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Latest Essays
10
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The 10 Numbers That Tell You Everything About an AI Stock

10 metrics that reveal whether an AI company is building real value or burning cash on hype.

April 2026
S&P
Essay

Your Index Fund Is an AI Bet

You didn't choose to concentrate in AI. The index did it for you. Here's what that means for your risk.

April 2026
M7
Essay

The Magnificent Seven Are Not the Same Bet

Lumping them together is the market's laziest habit. The data shows seven very different risk profiles.

April 2026
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