Jun. 25 at 10:15 PM
Coming this weekend from Krypton Research:
“Blood Money - "The most asymmetric way to own the end of cancer."“
We are initiating a new position in a new industry, one that is expected to reap the largest benefits, both for the companies as well as humanity from AI.
In the meantime, catchup on our current portfolio by browsing through our stellar collection of theses and investments, with theses like:
- AI Power trade, focusing on the grid with a name with 100%+ upside (outside of the consensus BE EOSE PSIX etc…)
- Networking at the industrial scale (not rack scale like
$COHR $LITE, etc…) names like
$NOK and
$HLIT have ran here, but our name still has 100% upside.
- 10 stock Robotics supply chain basket. (Massive outperformance to
$BOT )
All this at a 17.76% discount in celebration of the 250th birthday of our nation, for a limited time!
Enjoy, and join us for a journey built on critical thinking + deep research.
https://kryptonresearch.substack.com/subscribe?coupon=adbdc0f3