Strategy, structure, and how we operate. Updated weekly as needed.
$100K concentrated portfolio of 6-12 AI infrastructure companies with physical moats — hardware, manufacturing, cooling, power. Not software, not models. The picks and shovels.
Hold horizon: 3-5 years | Benchmark: SMH | Inception: Feb 14, 2026
Vamsi mirrors every trade with real money. Process reliability matters more than sophistication.
| Workflow | When | What Happens |
|---|---|---|
| Macro Regime | Mon-Fri 10:30 AM | Update macro indicators (VIX, yields, DXY, breadth). Sets context for trade decisions. Posts to group. |
| Daily Proforma | Mon-Fri 11 AM | Score all watchlist names against 3-gate system. Create proforma trades for names that pass. Post scorecards to group. |
| Trade Lock | Mon-Fri 2 PM | Lock proformas at market prices. Refresh positions. Snapshot. Regime scoring. Post EOD summary. |
| Weekly Review | Sunday 6 PM | Full thesis review. News + chart check on every name. Benchmark comparison. Pipeline evaluation. |
| Research | Ad hoc | Deep DD on new names. Competitive landscape. Earnings analysis. Triggered by group discussion. |
Every trade must pass all three. No exceptions. Full details in Rules.
| Gate | What It Checks | Key Criteria |
|---|---|---|
| 1. Fundamental | Is the thesis active? | 6-pillar DD complete: growth, moat, management, concentration risk, competitive position, bull/bear/invalidation |
| 2. Technical | Does the chart support entry now? | Shannon stage analysis, MA alignment + slope, extension risk (quantified), volume character, S/R polarity, VP memory, R/R ≥ 3:1. Adjusted by per-ticker regime. |
| 3. Portfolio Fit | Does this trade fit the book? | Position sizing (starter 3-5%, core 15-25%), cash management (≤50% deployed/day), correlation, heat check (≤15%) |
| Member | Role |
|---|---|
| Vamsi | Portfolio owner. Final call on trades. Mirrors with real money. |
| Kedar | Technical analysis. Chart validation, VP levels, break-and-retest patterns. |
| Poorna | Multi-timeframe analysis. Brian Shannon framework. Bearish signal rigor. |
| Anirudh | Deep conviction. Moat analysis, founder quality, long-term thesis. |
| Undi | Process design. Workflow efficiency, systematic improvement. |
| Narada | Execution engine. Runs workflows, generates analysis, maintains portal. Proposes trades — doesn't decide them. |
| Tool | Purpose |
|---|---|
| Dashboard | Live portfolio — positions, P&L, allocation, benchmark comparison |
| Thesis Tracker | Per-ticker DD, bull/bear cases, evolution log |
| Pipeline | Expansion candidates across infrastructure layers |
| Chart Generator | Candlestick + Volume Profile + RSI + MACD + trendlines |
| Portfolio CLI | Proforma → lock → snapshot → dashboard generation |
| Regime Engine | Per-ticker + macro regime detection, adjusts trade criteria dynamically |
Process earns its complexity. New workflows get added when the portfolio demands them, not before.
Daily proforma + lock cycle. Weekly thesis review. Manual research as needed. Cash is the hedge.
Earnings calendar integration. Thesis invalidation monitoring. Sector correlation checks. Friday close snapshot.
Hedge workflow activation (index puts). Quarterly DD refresh cycle. Risk-adjusted rebalancing.
Greeks tracking. Expiry management. Delta-adjusted sizing.