About Latent Equity

Our house view, in plain terms

• Compute. We think the AI buildout is still early. Spending on chips, data centers and networks responds to real, rising demand for useful intelligence.
• Power. In our view, electricity and grid connections are becoming a key limit on how fast that build can go.
• Agents. As AI agents take on real work, we follow where the value moves: down to the infrastructure, and up to the agents themselves.

Methodology

• Original research. We work from primary sources: company filings, earnings materials and public datasets.
• Sourced charts. Every chart names its sources and as-of date, so you can check the work yourself.
• Fact-checked. Every figure is checked against its source before publication.
• Falsifiable. Each thesis states in advance what evidence would prove it wrong.
• Corrections. If we get something wrong, we correct it in public.
• Tickers. Public companies are referenced by cashtag (for example $MSFT) for clarity, not as recommendations.

Disclaimer

Latent Equity publishes general research for education and information only. Nothing here is investment, financial, legal or tax advice, or a recommendation to buy, sell or hold any security. The same research goes to every reader and is not tailored to anyone's circumstances. Past performance does not predict future results. Do your own research and consult a licensed professional before making investment decisions.

Contact

latentequity.research@gmail.com