Investing Ideas

Three “Hot Zombies" To Invest in Today

Wednesday, August 26, 2026

I’ve got three “Hot Zombies” for you this week. As I noted last week, venture capitalists are throwing billions of dollars into a tiny handful of elite AI and defense giants.

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AI Isn’t the Only Game in Town

Wednesday, June 24, 2026

For the last couple years, being an early-stage investor has felt like attending a dinner party where only one guest is allowed to talk. AI says this.

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