Course research
10 min film
Investing in the AI Era · Episode 5
The Boring Component That Became the Bottleneck
A bottleneck is not a property of a component.
57 evidence · 12 refused · 53 sources
Topic
Semiconductors
Chips, the companies around them, and the money that flows through them.
6 notes
Course research
11 min film
Investing in the AI Era · Episode 11
China, Export Controls and the Policy Layer
An announcement is not a rule.
29 evidence · 13 refused · 26 sources
Course research
9 min film
Investing in the AI Era · Episode 4
AI Is Not a Chip Trade
A dollar of AI spending does not stop at a chip.
31 evidence · 9 refused · 28 sources
Course research
9 min film
Investing in the AI Era · Episode 3
NVIDIA Beats Earnings. Why Could the Stock Still Fall?
A company reports the past.
27 evidence · 14 refused · 24 sources
Course research
9 min film
Investing in the AI Era · Episode 2
The AI Trade That Made Money — and Taught the Wrong Lesson
A profitable trade is not evidence that the reasoning was good, and a loss is not evidence that it was bad.
22 evidence · 13 refused · 20 sources
Course research
8 min film
Investing in the AI Era · Episode 1
Everyone Knows AI Is the Future. So What Do You Actually Invest In?
You can be completely right about AI and completely wrong about the investment.
66 evidence · 15 refused · 64 sources
Other topics
Beyond research
DowJo trains the judgment this research describes
Academy
A canonical finance school, taught concept by concept, belt by belt.
Open MentorJo investigates before answering, and cites what it finds.
Open PracticeDaily judgment reps on real markets — measured on your process, never on luck.
Open CommunityRooms where members compare reads under education-first ground rules.
Open