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May 10, 2026
WEEKLY RECAP

Weekly IC Summary

All 7 recommendations maintain HOLD status with Medium conviction, reflecting a cautious stance across sectors
6 Picks
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♦ Monthly Strategy

Infrastructure Scarcity: AI CapEx Crowds Out Speculative Ventures

The month's data reveals a structural bifurcation in AI capital allocation, where inferenc...
3 MONTHS AGO UNLOCK
SYSTEM STATUS: ACTIVE // DISPLAYING 12 OF 276 INTELLIGENCE ITEMS
TICKER GOOG
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ACTIVE THESIS

Alphabet's long-term AI infrastructure position remains structurally intact: ...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: July 22, 2026 via Alphabet / Google Q2 2026 Earnings Call
TICKER UBER
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ACTIVE THESIS

UBER's core ride-sharing business, which generates the majority of its gross ...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: July 21, 2026 via The a16z Show — Why Physical AI Is the Next Fronti
TICKER TSM
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ACTIVE THESIS

TSM is the singular, non-replicable chokepoint in AI chip manufacturing. With...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: July 21, 2026 via Bloomberg Tech — Ed Ludlow
TICKER ORCL
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ACTIVE THESIS

Oracle is executing a massive AI infrastructure bet that could redefine its c...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: June 11, 2026 via Bloomberg Tech
TICKER UBER
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ACTIVE THESIS

Uber is positioned to become the dominant demand aggregator in autonomous veh...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: June 03, 2026 via Invest Like the Best with Patrick O'Shaughnessy
TICKER ARM
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ACTIVE THESIS

ARM Holdings represents the primary beneficiary of Nvidia's RTX Spark Superch...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: June 01, 2026 via Bloomberg Tech
TICKER CBRS
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ACTIVE THESIS

Cerebras represents a credible NVIDIA alternative in AI inference with wafer-...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 14, 2026 via Bloomberg Tech
TICKER GOOGL
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ACTIVE THESIS

Anthropic's explosive growth from $9B to $30B run-rate revenue in Q1 2026 dem...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 13, 2026 via Invest Like the Best - Krishna Rao (Anthropic CFO)
TICKER SAP
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ACTIVE THESIS

SAP's autonomous enterprise platform represents a defensible AI moat by embed...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 12, 2026 via Bloomberg Tech
TICKER CRM
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ACTIVE THESIS

Salesforce has successfully executed a strategic pivot to agentic AI that pos...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 11, 2026 via 20VC with Patrick Forquer (CRO, Legora)
TICKER TSLA
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ACTIVE THESIS

Tesla represents the only public vehicle to capture Elon's emerging dominance...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 08, 2026 via All-In with Chamath, Jason, Sacks & Friedberg
TICKER RTX
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ACTIVE THESIS

RTX represents the intersection of A16z's American Dynamism thesis and defens...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 08, 2026 via The a16z Show - Ben Horowitz on the Next Technolog

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