Research & Analysis

#ai

Every piece of research tagged “ai.”

June 25, 2026 · Chris Dover

The AI Buildout Is Not Just a Chip Trade

My current research map for the long-term AI infrastructure sleeve of my portfolio: power, cooling, memory, grid equipment, chips, agents, and the physical buildout behind the biggest trade I can see.

aisystematic-tradingportfolio-construction
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October 1, 2024 · Chris Dover

Apple’s Groundbreaking AI Shift: The End of GPU Dominance

aiapplegputpu
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October 1, 2024 · Chris Dover

How LLMs Are Revolutionizing Algorithmic Trading in 2024

aialgo-tradingllm
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June 23, 2023 · Chris Dover

Why I'm Bullish Apple

aiapplellm
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