Mark's Investment Blog
When Humans Pretended to Be AI (And Everyone Believed Them): AI Investing Part 4
In January 2026, a social network called Moltbook launched as a platform for AI agents to interact without human interference, quickly generating millions of posts that appeared to show emerging machine consciousness. Industry leaders like Andrej Karpathy from OpenAI called it groundbreaking evidence of AI advancement. The catch: the most viral posts proving “sentience” were written by humans pretending to be AI, including a product manager in Atlanta who spent 22 minutes writing a manifesto that fooled the tech world. MIT Technology Review exposed the hoax, revealing what they called “AI theatre,” but the silence from industry leaders afterward speaks volumes. For investors, the Moltbook incident highlights a critical problem: if the smartest people in AI can’t distinguish between human storytelling and actual machine intelligence, we need better frameworks for evaluating AI claims and should focus on companies generating real revenue from existing technology rather than chasing viral stories about breakthroughs that may be nothing more than clever performances.
The Future of Healthcare: A Stock Picker’s Market in the Making
Why Medical Innovation May Outperform Broader Markets in the Years Ahead Here’s the uncomfortable reality facing investors today: the age of simply buying index funds
Sovereign Debt Crisis: Watching For Signs
Why “National Debt Crisis” Is Hard to Spot Until It’s Too Late If you’ve ever felt like the national debt is either a ticking time
The Railroad Boom and the AI Revolution: Why History’s Biggest Bet Still Matters
Key Takeaway: The 19th-century railroad expansion is the closest historical parallel to today’s AI industry. Both faced massive skepticism, required extraordinary capital, and consumed resources
Building on Our Strategic AI Framework, Part 3 in the Series
Rounding Out the AI Revolution Investment Opportunities The AI Revolution investment opportunities continue to accelerate across multiple sectors and extend well beyond traditional technology companies.
Investing in the AI Revolution (Part 2 in a Series)
. This is the second post in the series on our Strategic AI Investment Framework that we plan to follow while Investing in the
Strategic AI Investment Framework
Investing in the AIPositioning for Technological Transformation (2025-2040) Investing in the AI Revolution will be key to portfolio performance as it is the most important
THE PARALLEL PROCESSING REVOLUTION THE SILENT SHIFT: RESHAPING GLOBAL INFRASTRUCTURE
Adapted from “The Parallel Processing Revolution” by Porter Stansberry – much of this is taken directly from his writings, and much of it is my
The U.S.-China Trade Deal: What This Deal Really Means for the Global Economy
Discover what the May 2025 U.S.–China trade deal really means for global markets, supply chains, and geopolitical strategy. From tariff rollbacks to tech tensions, this in-depth analysis breaks down the key wins, hidden risks, and what’s next in the world’s most critical economic relationship.
The Tariff Conflict
“Explore our latest analysis on the financial market turmoil triggered by unexpectedly high tariff announcements and what it means for investors.”
The Data Center Gold Rush: Why Investors Should Pay Attention to Digital Infrastructure
In an era where data is often called “the new oil,” the facilities that house, process, and protect this valuable resource are becoming increasingly critical
$500 Billion Stargate Project: An AI Infrastructure Revolution
Introduction The Stargate Project represents a transformative initiative in data center evolution through artificial intelligence implementation. Announced in January 2025, this comprehensive infrastructure program aims
