Latest / The Prompted Portfolio – Inside a Human–AI Investment Process
From AI Vision to Economic Proof
In this research episode, we examine the critical shift in the AI investment cycle: moving from valuing companies on narrative vision to demanding documented economic results. While structural demand for AI infrastructure remains strong, the core analytical focus shifts to capital efficiency, return on invested capital (ROIC), and monetization.
We break down how power scarcity has evolved from a simple generation thesis into a complex power architecture problem, evaluate high-speed connectivity bottlenecks, and run our findings through the IREN Lens to analyze project execution and…
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