Investment Research Dashboard

64 stocks across 5 AGI-thesis categories. Status persists in localStorage.

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Ticker Company Category Verdict Summary Status Report

Other Research

Investor Portfolios

INVESTOR

Leopold Aschenbrenner Portfolio

Q4 2025 13F filing. Corrected with put/call data. BE, CRWV, INTC top positions. Cost basis analysis included.

Industry Research

INDUSTRY

Semiconductor Foundry

$150B foundry market. TSMC dominance, Intel trust deficit, CHIPS Act implications.

Big Questions

BIG QUESTION

How Will AGI Change Compute?

Post-AGI compute demand, training vs inference economics, who captures value.

 BIG QUESTION

Sports Franchise Investing

Why franchise values keep rising. Scarcity, media rights, and AGI-proof thesis.

 BIG QUESTION

Bay Area Land Investment

Post-AGI land value thesis. Scarce physical assets in the most productive region.

 BIG QUESTION

AGI Immediate Demands

What does the world need the moment AGI arrives? Power, chips, cooling, networking.

Research Guides

GUIDE

Agent Research Guide

Located at /Users/ravf/projects/research/AGENT_GUIDE.md. Instructions for AI agents performing investment analysis.