Abstraction over assumption.
Conviction over consensus.
Investment ResearchRooted in Abstraction
+0.0%Krypton Model Portfolio, since inception
+0.0%vs. S&P 500
Wall Street starts with a name and builds a model to justify owning it. We work backward: identify the structural theme first, then find the name inside it the market hasn't connected to the story yet.
Recent Research
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Half-Life
An investment into an overlooked nuclear energy monopoly
The Next Semiconductor Giant
Looking Towards the Future of AI Compute & Inference
Blood Money
The most asymmetric way to own the end of cancer.
The Next Layer of Consumer AI
Securing the future
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