$0/moFreeHiddenPatron count not public
$8/moNvidia FanHiddenOne cup of coffee to gain access to my exclusive content.Included:Access my general research and commentary on Nvidia, AI, and the broader market.See my long term valuation models and price targets for Nvidia.Join the member-exclusive Discord server, where we discuss AI stocks daily.Support my research, writing, and sharing.This tier is for long-term investors who want my general research, but do not need short-term analysis, trade updates, or portfolio activity.Please note: research and commentary only. Not personalized financial advice.
$10/moGrowth MemberHiddenFor members who want occasional research beyond my core NVDA fan tier.IncludedAll content from Nvidia Fan tier.Occasional research notes on specific companies.Please note: research and commentary only. Not personalized financial advice.
$30/moConcentrated MemberHiddenFor members who want deeper access to my portfolio thinking, trade updates, and high-conviction AI investing research.Included:All content from lower tiers.My portfolio updates and deep dive analyses and frequent updates of my large positions.Access to most of my trades, trading plans, and position-level thinking.Archived articles.I focus on concentrated, high-conviction investing. When a position becomes a very large part of my portfolio, I usually monitor it closely and may hold it much longer than usual.Past examples include my all-in Tesla position in December 2022, Nvidia in the second half of 2023, Micron in early 2026.Please note: research and commentary only. Not financial advice.
$50/moResearch MemberHiddenIncluded:All content from lower tiers.Exclusive discussions about AI investment research.Recognition as a higher-support member of the community.My research helped you make a lot of money so you just want to support my work.Please note: research and commentary only. Not financial advice.
$100/moProfessional MemberHiddenFor investors, analysts, operators, content creators, and serious investors who use AI infrastructure research as part of their market process.Included:All content from lower tiers.Exclusive discussions about AI investment research.Priority visibility in discussion threads.Research and commentary only. Not personalized financial advice.
$1000/moInstitutional PartnerHiddenFor institutional investors, family offices, founders, and enterprise partners who want deeper research discussion.Included:Everything in lower tiersPriority Q&AAbility to submit research topicsPlease note: research and commentary only. Not financial advice.