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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...
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SYSTEM STATUS: ACTIVE // DISPLAYING 12 OF 273 INTELLIGENCE ITEMS
TICKER ORCL
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ACTIVE THESIS

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

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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...

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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...

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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-...

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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...

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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...

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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...

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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...

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INVALIDATION TRIGGER
Last Verified: May 08, 2026 via The a16z Show - Ben Horowitz on the Next Technolog
TICKER COIN
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ACTIVE THESIS

COIN benefits from the crypto industry's evolution from ideological to instit...

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INVALIDATION TRIGGER
Last Verified: May 07, 2026 via The a16z Show - Crypto Fund 5: We Raised $2.2B. He
TICKER GOOGL
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ACTIVE THESIS

Google emerged as the clear winner from Mag-7 earnings with cloud revenue acc...

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INVALIDATION TRIGGER
Last Verified: May 07, 2026 via The Twenty Minute VC (20VC): Venture Capital | Sta
TICKER PLTR
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ACTIVE THESIS

Palantir delivered exceptional Q1 2026 results with 85% revenue growth and fi...

CONDITIONS TO ADD
INVALIDATION TRIGGER
Last Verified: May 05, 2026 via Palantir Q1 2026 Earnings Call

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