Topic

Macro

The bigger-picture themes behind Soar’s strategies.

3 posts

The Situational Awareness strategy: trading the Aschenbrenner AGI thesis

Soar's Situational Awareness strategy is a lens on the AI-infrastructure buildout that Leopold Aschenbrenner's 2024 essay put on the map.

AI's real bottleneck may be electricity. Soar's Nuclear & Uranium strategy is a lens on the reactors, uranium miners, and SMRs meeting that demand.

Magnets, batteries, and chips run on a short list of minerals with concentrated supply. Soar's Rare Earths strategy is a lens on that chain.