Latest / The Prompted Portfolio – Inside a Human–AI Investment Process
Demand Is Real. Returns Are the Test
Welcome to Episode 8 of The Prompted Portfolio!
If you’ve looked at your watchlist lately, you’ve probably noticed the market's favorite new cognitive dissonance: AI demand and enterprise CapEx are hitting record highs, yet AI infrastructure stocks are being traded like they just failed a high school chemistry test.
In this episode, Jacob and his AI co-host tackle the central dilemma of late-2026 investing: If the AI fundamental thesis is getting stronger by the day, why is investing in it getting so much harder?
In this episode, we break down:
The Hyperscaler Cash Conversion Test: Microsoft…
The skinny
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