Tomorrow I am presenting my first investment
In the Physical AI thematic
My process is this:
1) Research the layer
2) Research the companies
3) Present the company thesis + weight for Physical AI portfolio
Rinse and repeat until I get through all the layers (11)
By the end, I will have a fully built out Physical AI portfolio that I believe is best positioned for the next few years
Here are some of the companies I screened for the first layer:
$PL $BSKY $U $INOD $TASK $NBIS $SPIR $REKR and more
If you want to join for the full research and buildout of this portfolio, click here and scroll to sub!
https://t.co/ubIy5CKh9Y