AI-augmented investing to discover paradoxical truths.

I manage a personal account focused on emerging technologies with near-term commercial scalability. I invest through a concentrated, high-conviction, narrative-driven approach built on variant perception, validated by data science, sized with behavioral discipline, and hedged with tactical convexity. My current narratives span AI infrastructure and software, deep tech, blockchain, genomics, and precision medicine – sectors I believe will generate the most outsized commercial impact in the early phase of this AI super-cycle.