Market commentary and how the engine reads the tape.
9 posts
Soar's Situational Awareness strategy is a lens on the AI-infrastructure buildout that Leopold Aschenbrenner's 2024 essay put on the map.
Every AI model runs on physical infrastructure. Soar’s AI & Data Centers strategy is a lens on the chips, servers, cooling, and power behind the buildout.
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.
A growing set of public companies hold bitcoin as a treasury reserve. Soar’s Bitcoin Treasury strategy is a lens on that cohort — and the volatility that comes with it.
New to Soar? Start with three core lenses — the Magnificent 7 mega-caps, Crypto Majors, and the ARK innovation universe. Here's what each one watches.
GLP-1 drugs reshaped healthcare markets. Soar's GLP-1 & Obesity strategy tracks the drugmakers and their supply chain as a single lens.
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.
Before Soar grades a single setup, it reads the broad market — trend, breadth, and volatility. Here’s how the engine frames conditions before it acts.
A calm market and a falling one are different problems. Here is how Soar frames caution, protective exits, and sizing when the tape turns defensive.
