Nexus AI
An agent-agnostic OS that understands my workflows, prompts, and skills, then intelligently directs the right agents and models to leverage my second brain.
I'm an investment analyst with a passion for AI and frontier technology innovation. With so much information online, I aim to use this platform to share my learnings, work experience, and insights that form my investment thesis and inform portfolio allocation decisions.
Investment thesis, market analysis, and technology insights
Brewing up something new...
Investment theses and deep dives are in the lab. Stay tuned — the alpha won't stay hidden for long.
A focused set of products I have shipped from idea to working system, each designed around my own workflows, research loops, and operating needs.
From research to working systems.
An agent-agnostic OS that understands my workflows, prompts, and skills, then intelligently directs the right agents and models to leverage my second brain.
A stablecoin payments company-discovery portal that maps 179 companies across 12 stack categories, with filters for category, funding stage, and geography plus Airtable-backed research publishing.
A LinkedIn newsletter sharing funding insights from private markets, tracking where capital is moving across AI, fintech, and crypto.
Real positions backed by published research
| Ticker | Company | Entry Price | Weight | Return |
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Portfolio data updated daily from IBKR
Historical returns and risk metrics