The AI Edge

AI is reshaping investment research faster than most individual investors realize, and almost everything written about it for that audience is either hype or dismissal. These tools compress work that used to take a week into an afternoon. They're also confidently wrong about things in ways that will quietly cost you money if you trust the output.

The gap between individual investors and institutions is widening with consumer AI, not closing. Hedge funds are integrating these tools with proprietary data sets and workflows they've spent decades building, while everyone else gets the version that summarizes 10-Ks. What you can actually do with AI for investment research is real, but it lives in a much narrower band than the hype suggests, and getting value out of these tools depends almost entirely on how you use them.

Start here:

AI for Investment Research: What Works, What Doesn’t, and What’s Coming A workflow from a year of using AI for real investment decisions. Which parts of research it compresses, where it fails, and how to structure the loop so the output is worth acting on.