Jul. 13 at 8:47 PM
$NIXX $APLD $KEEL $BE
One of the biggest shifts in investing is happening right now. For decades, the edge came from having better information than everyone else. AI is rapidly eliminating that advantage by making high-quality research, filings, earnings calls, and analysis instantly accessible to almost anyone. That doesn’t mean alpha is disappearing it means it’s moving. The greatest opportunities will increasingly come from long TERM speculation identifying transformational trends before they’re widely accepted, developing conviction when others are skeptical, and having the patience to hold through volatility while the thesis plays out. In the AI era, information is becoming abundant, but judgment, conviction, and time remain scarce. Those who can think independently and stay invested in the biggest secular winners will be the ones who generate the most outsized returns.
