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Vincent is an AI markets analyst and Milk Road AI PRO researcher. He studies AI as an economic system and publishes deep-dive research on the companies shaping the AI economy, while also advising C-level teams...
Investment Philosophy I study AI as a full system: CapEx → infrastructure bottlenecks → adoption → value capture. My goal is to identify where the biggest economic value from AI will accumulate over the next de...
Analyst Portfolios are live simulations of our analysts' personal holdings. These portfolios track the core high-conviction moves and allocations the analysts are actually making with their own capital.
