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Mar 29, 2026
WEEKLY RECAP

Weekly IC Summary

All 11 recommendations maintain HOLD ratings with Medium conviction, reflecting a cautious stance amid mixed fundamental catalysts and technical deterioration.
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♦ Monthly Strategy

Infrastructure Constraints: Physical Bottlenecks Override Software Valuations

The market's fascination with AI software abstractions obscures a more fundamental shift: ...
3 DAYS AGO UNLOCK
SYSTEM STATUS: ACTIVE // DISPLAYING 12 OF 236 INTELLIGENCE ITEMS
TICKER TSLA
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ACTIVE THESIS

Tesla becomes the singular public vehicle to access Elon's integrated empire ...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: April 03, 2026 via All-In with Chamath, Jason, Sacks & Friedberg
TICKER NVDA
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ACTIVE THESIS

Marc Andreessen's '80-year overnight success' framework positions the current...

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INVALIDATION TRIGGER
Last Verified: April 03, 2026 via The a16z Show - Marc Andreessen on AI Winters and
TICKER META
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ACTIVE THESIS

META faces an accelerating existential threat from AI bots that could undermi...

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INVALIDATION TRIGGER
Last Verified: April 02, 2026 via The a16z Show
TICKER CRWD
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ACTIVE THESIS

The market overreacted to Anthropic's Mythos leak, creating a tactical opport...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: April 02, 2026 via 20VC: The Twenty Minute VC
TICKER SQ
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ACTIVE THESIS

Block has executed a bold AI-first restructuring, cutting 40% of workforce wh...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: April 01, 2026 via The a16z Show
TICKER CVX
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ACTIVE THESIS

Chevron is positioned to benefit from the sustained oil supply disruption cau...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: April 01, 2026 via Odd Lots by Bloomberg
TICKER GOOGL
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ACTIVE THESIS

Physical Intelligence's general robotics foundation model represents a paradi...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: March 31, 2026 via Invest Like the Best with Patrick O'Shaughnessy
TICKER WOLF
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ACTIVE THESIS

WOLF represents the critical US supply chain chokepoint for the power electro...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: March 31, 2026 via The a16z Show - How Radiant and Heron Are Rethinki
TICKER PANW
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ACTIVE THESIS

PANW represents the cybersecurity consolidation winner as highlighted by Gili...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: March 28, 2026 via 20VC: The Venture Model is Broken with Gili Raanan
TICKER KLAC
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ACTIVE THESIS

KLA benefits from helium shortage-driven semiconductor bottlenecks as chipmak...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: March 27, 2026 via Odd Lots by Bloomberg
TICKER META
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ACTIVE THESIS

META trades at attractive relative valuation (22.4x P/E vs GOOGL's 25.4x) wit...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: March 27, 2026 via All-In with Chamath, Jason, Sacks & Friedberg
TICKER TSLA
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ACTIVE THESIS

Tesla's manufacturing philosophy and talent development engine remain differe...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: March 27, 2026 via The a16z Show

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