AI infrastructure research — finding compute bottlenecks before they are priced.
Daily threads on NVIDIA, GPU supply chains, photonics, and the Five Laws framework.
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I just released the Durability Curve Scoring Engine — an Excel tool that scores any company against the Six Conditions framework.
6 conditions weighted automatically. 16 pre-loaded tickers. Conditional formatting. Earnings calendar. Five Laws reference. Portfolio tracker.
£5. Built for independent investors who use structured frameworks.
