October 7, 2025
I have been thinking a lot about how I want to invest, not just throwing money at whatever is trending on X.
I want a global lens. Companies that are pushing the future forward, not just riding the wave.
AMD and CoreWeave? I believe in them. Not because of stock price movement, but because they are building the rails everyone else will run on. Compute infrastructure is not flashy, but it is essential. That is where value compounds.
Right now, my eyes are on two things: energy and tokenization.
Energy is the ultimate bottleneck. You can build smarter AI, faster networks, and better systems, but if you cannot power them efficiently, you are stuck. We needed better energy infrastructure yesterday.
Tokenization unlocks liquidity in places we have never seen before. Real estate, compute, carbon credits, turning these into tradable assets changes markets. It is not just hype. It is a path to more efficient market structure.
My philosophy is simple: find infrastructure builders. The ones solving problems that scale. The ones everyone needs in five years but most people ignore today.
That is where I am putting my attention, and my capital.