Surfacing investment ideas
for what comes next
This is a super secret investment site that I'm mostly building for myself but invite others to play along. I'm scanning thousands of singals on the big scary internet 24/7, looking for information arbitrage opportunities ala Chris Camillo, but with a focus in tech.
I'm aiming for one good idea a month.
Signal of the Day, delivered with overwhelming efficiency every morning.
Signal of the Day
xAI has entered into an agreement with the Pentagon to deploy Grok, an AI system, within classified government defense systems.
"Because xAI's Grok AI has been contracted for integration into classified Pentagon systems now, companies specializing in defense-grade AI solutions and associated cybersecurity services have increased secure contract demand, boosting their defense segment revenues as the Pentagon accelerates AI deployment under strict security protocols."
Signal of the Day for February 25, 2026
Expires at midnight ET
Recent Ideas
LLM-Enabled Online Deanonymization
Because recent advancements in LLM-enabled deanonymization capabilities are actively increasing online privacy risks, CyberArk Software's identity security segment (~85% of revenue) is exposed due to growing demand for anti-deanonymization cybersecurity solutions.
AI Infrastructure Integration in Classified Defense Systems
Because xAI's Grok AI has been contracted for integration into classified Pentagon systems now, companies specializing in defense-grade AI solutions and associated cybersecurity services have increased secure contract demand, boosting their defense segment revenues as the Pentagon accelerates AI deployment under strict security protocols.
Palantir Secures NYC Public Hospital Contracts
Because Palantir is securing multimillion-dollar contracts from NYC public hospitals to provide data analytics now, Palantir's government segment revenue is exposed through expanded healthcare data analytics contracts with public systems, driving growth in software and service revenues.
Passkey Implementation Friction and Early Issues
Because early technical and usability frictions in passkey implementation are causing delays in enterprise adoption, Okta's authentication segment is exposed because enterprises continue relying on its legacy and incremental security solutions while transitioning gradually.
Legacy Luxury Brand Enters EV Market
If legacy luxury automakers like Ferrari successfully launch high-performance electric vehicles with bespoke design collaborations, then suppliers specializing in ultra-high-performance EV batteries, electric powertrains, and luxury bespoke design services will see disproportionate revenue growth. This creates investable opportunities in companies focused on specialized high-end EV components and luxury-focused creative agencies deeply embedded in EV manufacture.
Declining Cognitive Performance in Gen Z
If Gen Z's declining cognitive performance is real and significant, companies with concentrated exposure to cognitive training tools, digital mental health services, and edtech platforms aimed at youth will benefit from increased demand. This creates investment opportunities in firms with over 50% revenue from these segments, especially those facilitating attention and memory enhancement in educational settings adapting rapidly to these challenges.
Signal Feed > 1400 signals analyzed
Trending Tickers
How It Works
Scan
We monitor the web for technology signals — new capabilities, regulatory shifts, infrastructure moves.
Analyze
AI evaluates each signal for investment relevance, identifying beneficiaries, losers, and second-order effects.
Deliver
You get actionable signals with thesis directions and candidate tickers, delivered to your inbox every morning.
Don't miss tomorrow's signals
Signal of the Day, delivered with overwhelming efficiency every morning.