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Portfolio Plans

A collection of 3 issues

Biggest AI Prediction & Why I'm Allocating $200,000 to it

In today's article, I cover, * Current state of AI Explained * Biggest prediction: What kinds of companies profit most from AI * A $200,000 AI thesis * Next Portfolio moves aligned with my AI thesis and valuation buy levels (🔒Unlock with premium tier) Current State of AI Explained In Lex

Trump-Venezuela Strike: My Portfolio Thoughts

Just yesterday, the USA launched airstrikes on Venezuela and captured President Nicolás Maduro in Operation Absolute Resolve. In this article, I share my investing thoughts following this incident as well as a key mental framework I use as a long-term investor. US Market Implications There are different takes I'

My 2026 Investing Plan

In today's newsletter I cover, * Portfolio Update (in USD) * 2025 Stock Market Review & State of AI * What type of stocks benefit the most from today's AI and stand to be the real big winners (Premium subscribers) * My Investing Plan for 2026 (Premium subscribers) Today'