AI MEETS INVESTING At @LumidaWealth we rolled out an internal AI tool that analyzes themes in the same way an analyst would cover a sector. A theme can be an industry group, or can be a supply chain. (Technically it can be any arbitrary basket of securities.) Such as Semiconductors, Banks, or Miners. Check out the companies the tool prioritized for Semicondcutors. What's uncanny... My own ranking for the various businesses in the semiconductor category would be 90% similar. Green = Good, Red = Bad. Purple = Hard to call. I am starting to realize by the dearth of AI investing tools on the market that @LumidaWealth is actually waaaay ahead of other AI investing tools. I had assumed there would be a thousand AI flowers blooming by now. The fact is engineering is hard. Context windows are limited. Data curation and data engineering matters. Knowing what is relevant matters. We are eating our own cooking and are iterating quickly. This is one snippet of a broader tool that includes charting, stock research, factor analysis, and backtesting. We'll put up a landing page in a week or two to let folks get first trial access to the AI. It's transformed our approach to investing. I use it every day. One day it will play a role in powering