Latent Equity

Plain-English research on the AI economy. Latent Equity covers the companies and bottlenecks behind the AI buildout: semiconductors, power and the grid, cloud, biotech, and the agentic economy. Every Saturday we post a Weekly Wrap on the market's moves and one deeper story, plus short explainers on how the buildout actually works. Longer deep dives are on Substack. Daily charts and research are on X.

General research, the same for every reader. Not investment advice.