Curated Takes

I believe launch costs falling this fast turns space into a normal industry: broadband, earth imaging, defense. SpaceX is the center of gravity, so it anchors the basket, supported by the chip and materials suppliers any space buildout needs. Long horizon, lumpy path.

I believe the next generation of investors never opens a traditional brokerage, and markets follow them onchain. This take owns the retail platform leading that shift, the onchain venues where trading and tokenized assets actually settle, and the balance sheets betting on crypto, with a cash buffer because this corner is volatile.

I believe AI's next constraint isn't compute, it's memory. Every new model needs more high-bandwidth memory and storage than the last, and only a few companies can make it. This basket leans on the memory makers and a memory ETF for breadth, with a slice of AMD for the accelerators that consume it. It's a multi-year hold that expects cycles along the way.

I believe my generation spends on games and digital hangouts the way our parents spent on going out. The winners own the worlds people live in and the franchises they wait years for. This take holds the platforms and publishers, plus a smaller slice of real-money gaming and social.

I believe people increasingly skip the waiting room: telehealth subscriptions, mRNA platforms that iterate like software, and consumer brands built around wellness. This basket owns that shift from the provider side and the brand side, weighted toward the direct-to-consumer leader.