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Start a Tilt Challenge
2026 AI Competition
TIME REMAINING
61 days
Entries for the Start a Tilt Challenge (event: “2026 AI Competition”). Eligible entries are scored on thesis quality, Contribution Score, and entry timing under the Official Rules — not on raw returns. Baskets are paper portfolios; nothing shown here is investable, an investment recommendation, or an indication of investment merit. Free to enter; no purchase necessary.
Performance for periods before an entry’s publication is hypothetical and backfilled; not actual trading results.
Entries
AI Psychosis
People drop thousand-word AI critiques into my @Notion docs without reading the page. I get screenshots in ten-point font captioned "here's what @Claude thinks," and pull requests so big the sender clearly never re-read them. My company...
AI winners & losers
I'm betting on three categories of winners for the AI theme in the next months/years: 1\. Disappearing of the tech "middle class" 📈 LONG Technology mega-cap: the cost expenditure of building data centers, and ability for mega-cap tech...
Long power producers and electrical infrastructure, not AI software
The market still talks about AI as a software story. I think Q3 is increasingly a power availability story. The key bottleneck is no longer training models. It’s deploying enough compute at scale. Every new AI model announcement...
Q3 Thesis: The Data Toll Booth
Among media and software companies, the line between Q3 winners and losers won't be drawn by sector — it'll be drawn by who owns a proprietary data corpus that AI companies need and customers will pay to have turned into intelligence. Two...
The AI Trade After the Obvious Part
The easy AI thesis is no longer scarce. Everyone knows the large models matter. Everyone knows @Nvidia matters. Everyone knows hyperscaler capex matters. Everyone can say “agents,” “compute,” “power bottleneck,” and “data centers” without...
The Datacenter Supercycle
For most of the last decade, datacenter investment was a quietly growing line item — important, but unglamorous. That era is over. We are now in the middle of what analysts are calling a datacenter supercycle, a sustained, decade-long...
The token bill comes due
Subsidized intelligence is the bubble. Q3 is when the invoice arrives. The AI trade rests on a number almost nobody prices: the true cost of a token. Every demo that wows a boardroom, every "agent" that drafts a contract or reconciles a...