64 stocks across 5 AGI-thesis categories. Status persists in localStorage.
| Ticker | Company | Category | Verdict | Summary | Status | Report |
|---|
Post-AGI compute demand, training vs inference economics, who captures value.
BIG QUESTIONWhy franchise values keep rising. Scarcity, media rights, and AGI-proof thesis.
BIG QUESTIONPost-AGI land value thesis. Scarce physical assets in the most productive region.
BIG QUESTIONWhat does the world need the moment AGI arrives? Power, chips, cooling, networking.
Located at /Users/ravf/projects/research/AGENT_GUIDE.md. Instructions for AI agents performing investment analysis.