Investor Summary
Fund Strategy
FUND PERFORMANCE AS OF 31st March 2026
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| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
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This technology industry letter describes a significant inflection point in AI capabilities during Q1 2026, where agentic AI evolved from basic chatbots to autonomous agents capable of complex technical tasks. The author details how AI agents successfully configured an 8-node NVIDIA GB10 cluster with networking and storage infrastructure, a task that previously required significant human expertise and time. The letter highlights the fragmentation occurring in the technology user base, with some embracing AI tools daily while others remain skeptical. A key philosophical stance emerges around content creation, with the author committing to human-written content despite AI's improving capabilities, viewing this as a differentiator in an increasingly AI-generated content landscape. The letter also covers business updates including the Axautik Group analyst arm and growing Substack revenue. The author emphasizes that while AI will be used for backend automation and technical tasks, reader-facing content will remain human-authored to maintain authenticity and value.
AI technology reached a critical inflection point in Q1 2026 where agentic AI capabilities became sophisticated enough to autonomously handle complex technical infrastructure tasks, fundamentally changing how technology operations and content creation will be approached.
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| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Mar 28 2026 | 2026 Q1 | ADBE, DELL, NVDA | AI, Data centers, infrastructure, Publishing, technology | - | Technology industry letter documenting AI's Q1 2026 inflection point where agentic AI began autonomously handling complex infrastructure tasks like NVIDIA GPU cluster configuration. Author commits to human-written content despite AI capabilities, viewing this as competitive differentiation. Business updates include analyst arm expansion and growing Substack revenue reaching 100K monthly views. |
| Dec 27 2025 | 2025 Q4 | AMZN, CSCO, DELL, NVDA | AI, content, hardware, infrastructure, Networking, technology, Testing | - | ServeTheHome overcame Q4 2025 scheduling challenges through improved editorial processes and substantial network testing investments. The Axautik Group Substack is generating meaningful revenue with 100K+ monthly views. With 60+ products in review pipeline and major platform refreshes expected in H2 2026, STH is well-positioned for strong content flow and continued growth. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
AIAgentic AI capabilities reached an inflection point in Q1 2026, with AI agents now handling complex infrastructure setup tasks like configuring 8-node NVIDIA GB10 clusters. The technology has evolved from basic chatbots to autonomous agents capable of multi-hour complex workflows including networking, storage, and optimization tasks. |
Agents Automation Infrastructure Workflows OpenClaw |
Data CentersFocus on GPU cluster infrastructure with 8x NVIDIA GB10 nodes, MikroTik networking equipment, and power monitoring solutions. The setup demonstrates the growing importance of specialized data center infrastructure for AI workloads and model training. |
GPU Clusters NVIDIA Infrastructure Networking Power | |
| 2025 Q4 |
AIThe organization is expanding AI server testing capabilities with new 8x GPU AI servers and NVIDIA DGX systems. They are reviewing AI workstations and mini PCs with AI capabilities, indicating growing focus on AI infrastructure testing and evaluation. |
AI Servers GPU Workstations Infrastructure |
Data CentersConducted tours of Equinix SV1 and SV11 facilities, including NVIDIA's DGX SuperPOD. The organization is actively covering data center infrastructure and has significant content planned around data center technologies and deployments. |
Data Centers Infrastructure Equinix SuperPOD | |
NetworkingMajor investment in network testing capabilities including NVIDIA ConnectX-8 800G NICs, Keysight IxNetwork, and comprehensive testing infrastructure. Despite no current ad revenue from networking, the organization is committed to expanding this testing program significantly. |
Network Testing 800G NICs Infrastructure |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| No Elevator Pitches found | ||||||||||
| TICKER | COMMENTARY |
|---|---|
| NVDA | We set up an 8x-node NVIDIA GB10 cluster, including R networking on the MikroTik CRS804 DDQ switch, the 10GbE network, NAS storage mounts, and so forth. By the end, we were in TP=8 mode with Kimi-K2.5 across all eight nodes. It is not officially supported by NVIDIA (NVIDIA currently supports up to four nodes a few folks have 8x NVIDIA GB10 clusters, but it is still a relatively niche setup, and there are differences among them. |
| DELL | The GB10 video we did, using the Dell Pro Max with GB10 to Profit within which used n8n and gpt-oss-120b, went live in January, based on a great workflow in November/December 2025. |
| ADBE | Heck, while Sam takes most of our photos these days, every so need to remove a scratch, a giant bit of dust, or a strange reflection. You better believe we are using Adobe's tools to do that so much time. |
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