Who I am as an investor
My name is Alex. Alex is what friends and collaborators call me; Alex is the name I use on public-facing sites, documents, and brand work. I’m an active, self-directed retail investor running a concentrated frontier-tech portfolio with a strong growth and asymmetric-upside orientation.
I write The Frontier File, a weekly public record of a real account: the wins, the misses, the trims, the date mistakes, and the reasoning behind all of it. The goal is not to cosplay Wall Street. The goal is to build a sharper investing brain in public.
Working style: bold calls over mushy caveats, catalysts over vibes, and a permanent allergy to corporate-speak.
The three rules
1Seasoning, not the steak
Sub-$5 names and pre-revenue moonshots can live in the book, but they do not get to drive the bus. Size them small, expect some to disappoint, and never confuse a lottery ticket with dinner.
2Catalysts over vibes
I want dated catalysts: earnings, trial readouts, regulatory milestones, IPO windows, contract cycles, or sector events I can circle on a calendar.
3Cheap ≠ distressed
A beaten-down quality company is one thing. A company with going-concern smoke, debt problems, and cash running on fumes is a falling knife wearing a fake mustache.
How I build the book
Core
Profitable large-caps, diversified revenue, strong balance sheets. These can carry larger allocations.
FoundationGrowth
Strong revenue growth, volatility, and catalysts. Sized by conviction and near-term setup.
Main engineSpeculative
Binary outcomes, dilution risk, pre- or minimal revenue. Keep them small and honest.
High riskMoonshot
Frontier themes on a 3–5 year horizon. Research positions first; build only when the proof improves.
Seed layerDefault allocation language
- Concentration over decoration: fewer names with clearer reasons beats collecting tickers like Pokémon with earnings calls.
- 75/25 or 80/20 aggressive splits: growth and conviction get the weight; speculative names stay intentionally undersized.
- Trims are not betrayal: a position that grows too large gets trimmed because sizing is risk control, not a breakup text.
- Exclusions matter: every serious report should say what did not make the cut and why.
Portfolio universe
Most recent public snapshot: the account started at $5,000 on March 31, 2026 and was approximately $7,179 around June 1, 2026. That is a historical snapshot, not a live performance claim. Re-check current holdings, prices, and weights before using this page for any report or trade decision.
Confirmed MVPs
Names that carried the early book.
Laggards still on board
Not broken, but not yet doing backflips either.
Recent moves
Exited PATH and YPF; planted ARM, OKLO, and SERV; trimmed MU and RKLB for sizing.
Tracked universe by theme
| Theme | Names | Lens |
|---|---|---|
| AI / Semis | NVDA, MU, MSFT, AMZN, GOOGL, ARM, AMD, PLTR | The infrastructure backbone. |
| Space economy | RKLB, ASTS | Public proxies around the SpaceX halo. |
| Quantum | IONQ, RGTI, QBTS | Real theme, dangerous sizing. |
| eVTOL / Air mobility | ACHR, JOBY | FAA milestones, pre-revenue patience. |
| Fintech rails | SOFI, HOOD, COIN, OWL | Transaction and access infrastructure. |
| Nuclear AI power | OKLO, BWXT, VST, NNE | The energy layer under compute demand. |
| Physical AI | SERV, SYM, RXRX | Robots leaving the demo stage. |
| Speculative biotech | CMPS, MNMD/DFTX, ATAI | Seasoning only. Binary means binary. |
Mega-themes I’m tracking
🟢 AI Infrastructure
The foundation under everything. Hyperscaler capex remains the oxygen line for semis, storage, power, data centers, and networking.
Firing now🟢 Space Economy
The SpaceX listing window is the sector’s spotlight moment. RKLB remains the primary public proxy in my framework.
Catalyst-heavy🟡 Quantum Computing
Validated enough to stay on the board. Wild enough to keep the position sizing humble.
Handle with care🟡 eVTOL / Air Mobility
Still pre-revenue, still milestone-driven, still capable of absurd moves in both directions.
Patience trade🔵 Nuclear AI Power
Compute needs power. Power needs time. That mismatch is where the opportunity starts getting interesting.
Next-wave seed🔵 Physical AI
The 2027-ish trade: robots moving from demo floors into actual workflows.
Early inningsThe calendar beats the campfire story
This strategy only works if dates are treated like load-bearing beams. A catalyst that is “soon-ish” is not a catalyst. It is a vibe in a trench coat.
| Window | Event | Why it matters |
|---|---|---|
| June 2026 / pending | SpaceX IPO process | Potential sector-wide halo for public space names including RKLB and ASTS. Verify filing, pricing, and listing date before trading around it. |
| Late July 2026 / unconfirmed | SOFI Q2 earnings | The “coiled spring” gets re-tested. Confirm the company calendar first. |
| Q4 2026 target | CMPS rolling NDA submission | Regulatory milestone for the highest-conviction psychedelic biotech name on the board. |
| Ongoing | NVDA earnings cycle | The heartbeat of the AI infrastructure chain. |
Hot take I stand by: the bubble bears are not automatically wrong about valuation. I think many are early on timing. I get cautious when orders start getting cancelled, not while the capex firehose is still open.
Instructions for a new research assistant
If you are reading this in a fresh chat: I’m Alex, an aggressive frontier-tech retail investor. Default to bold, catalyst-driven, tier-aware analysis in a casual voice. Honor the three rules: seasoning not steak, catalysts over vibes, cheap does not mean buyable.
- Verify live prices, market caps, earnings dates, analyst targets, macro data, and filing status before using them.
- Use Core / Growth / Speculative / Moonshot tiers when modeling allocations.
- Explain exclusions, not just picks.
- For daily or weekly reports, use styled HTML. For monthly deep dives, use formatted Word documents.
- Give the call. Do not hide behind a buffet of caveats.