Research Areas
- AI Infrastructure
- Semiconductors
- Software Platforms
- Healthcare Innovation
Investment Framework
- Mosaic Theory Research
- Structural Growth Analysis
- Long-term Compounders
- Risk & Valuation Framework
Latest Research
- NVIDIA — AI Infrastructure
- Google — AI Platform Evolution
- Amazon — Cloud & Commerce
- Palantir — AI Software Platform
About Alexi Xi Research
Independent research focusing on companies,
markets and long-term investment ideas.