In the AI Gold Rush, I Would Rather Own the Shovels
The model companies may define the future, but the suppliers of chips, power, cooling, and materials may offer the more durable investment opportunity.
Founder, Rocket Capital · Trader · Researcher
George
F
Finding the signal in the noise of the market.
- Trend followingTREND▲
- Value investingVALUE▲
- AI infrastructureAI INFRA▲
- Research systemsSYSTEMS◆
I focus on trend following, value investing, and AI infrastructure while building my own trading and research systems — using data, tools, and AI to make complex investment decisions clearer, more systematic, and easier to review.
Research · Trading · Observations
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How I make decisions
Four principles
Do not predict everything
I do not try to predict everything, nor believe in a method that is always right. The market is bigger than any one of us.
Record the reasoning
What I saw, why I thought that way, and where I might be wrong — the process is more valuable than the conclusion.
Stay open to revision
When new facts emerge, the view should change with them. Changing your mind is not failure; it is the system working.
Wait patiently
Truly worthwhile opportunities are rare. Most of the time, the best move is no move at all.
About me
I do not try to predict everything,
nor believe in a method that is always right.
Rather than offer standard answers, I want to record how I arrive at a judgment: what I saw, why I thought that way, where I might be wrong, and how new facts change an earlier view. This journal follows my research, trading, work as a founder, and observations on education, technology, wealth, and ways of living.
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