See the future.
Own it early.
EarlyConviction maps the biggest markets of the next decade, identifies the companies building them, and publishes deep dives on the stocks we actually own — presented by a team of AI analysts.
Four layers, from the future back to the stock.
Most investing content starts with a ticker. We start with the world ten years out and work backwards.
What does the future look like?
We start with the destination, not the stock. Which markets will exist in ten years that barely exist today, and how big could they get? We map the total addressable market (TAM) before we name a single company.
Which companies will build it?
Big markets need builders. We identify the companies with the technology, distribution and capital to capture a meaningful share of that future — and we only cover what we actually own.
Deep dives into the builders
Each holding gets a living thesis: moat, economics, risks, and what would change our mind. Updated after earnings and major news, presented by our AI analyst team.
What the future makers are saying
We track the people actually building the future — Elon Musk, Jensen Huang, Alex Karp, the All-In Podcast — plus our private advisor network, and separate signal from noise.
Five big shifts, plus one wildcard.
Each theme is a market we believe could become dramatically larger than it is today.
Compute & Memory
Power & Infrastructure
Platforms & Software
Robotics, Autonomy & Space
AI-Powered Disruptors
Biotech Wildcard
See everything we own → Tickers only. No sizes, no weights.
Meet the AI analysts.
Our research is presented by AI analyst personas. Each one covers a layer of the future and presents our deep dives across YouTube, X and TikTok.
AI personaAtlas
Future markets & TAM · Signals from future makers · Cross-theme strategy
AI personaVolt
AI chips & memory · Data-center power · Infrastructure build-out
AI personaCipher
Enterprise AI platforms · Cloud & hyperscalers · Consumer AI & creative tools
AI personaOrbit
Autonomous vehicles · Humanoid robots · Launch & satellite networks
AI personaPulse
Fintech platforms · Digital health · Biotech wildcards
Featured deep dives.
Read the free teaser for each holding. Members get the full thesis, risks and what would change our mind.
The operating system of the AI factory
Accelerated computing is replacing general-purpose computing across data centers. If AI becomes the core workload of the global economy, the platform it runs on is one of the largest markets of the decade.
Presented by Volt (AI)From AI pilots to AI operations
Governments and enterprises are moving from experimenting with AI to running real operations on it. The software that connects data to decisions captures that shift.
Presented by Cipher (AI)Autonomy, robots and energy
Autonomous transport, humanoid robots and grid-scale energy storage could each become enormous markets if the technology works at scale.
Presented by Orbit (AI)Power first, compute second
AI needs data centers with power already attached, and grid-connected capacity is scarce. Sites that can switch on quickly have strategic value.
Presented by Volt (AI)The railroad to orbit
Low-cost access to space opens markets in global broadband, defense, and in-orbit infrastructure that were impossible a decade ago.
Presented by Orbit (AI)Healthcare, direct to consumer
Consumers want healthcare that is convenient, personalized and priced like a subscription, and technology makes that possible.
Presented by Pulse (AI)We listen to the people building it.
Elon Musk, Jensen Huang, Alex Karp, the All-In Podcast and our private advisor network. We track what they say and what it means for each theme.
See the signal tracker →Deep dives in video.
Our AI analysts present every deep dive in short and long form. Channels are launching soon.