Investment research and software
Find the asymmetry.
Let capital bloom.
Independent research and tools to uncover asymmetric opportunities and test the thesis before you allocate capital.
Research into understanding.
Understanding into capital decisions.
Research examines the thesis. Insights connect the signals. Intelligence puts AI and software to work. Together, they inform where capital goes.
The investment thesis.
And what could break it.
Independent research on technology, businesses, and markets. Follow the economics from technical change to pricing power, value capture, and the expectations already reflected in the price.
- The mechanism, the numbers, and the counterargument.
- Scenarios and assumptions you can inspect.
- A visible record of what changes the view.
Your agents.
Our tools.
Plug your AI agents into the tools we build. Bloom brings agent research into interactive dashboards and software for exploring evidence, testing assumptions, and developing investment ideas.
- Bring the AI agents you already use.
- Put their research to work in Bloom’s software.
- Explore company research as one example.
Our portfolio.
Shared openly.
We’ll share how we allocate our capital: the holdings, their portfolio weights, and the research behind our decisions. A public record of our positioning as it evolves.
- Our holdings and allocation percentages.
- The thinking behind each position.
- Dated updates as our allocations change.
Conviction,
allocated.
| Holding | Weight |
|---|---|
| ZEC | 30% |
| NEAR | 15% |
| Cash | 15% |
| Gold | 16% |
| Qualcomm | 8% |
| Tesla | 8% |
| GE Vernova | 8% |
Bloom Insights
Latest thinking.
bloom insightsSpidey Senses
In September 2025, I put 100% of my portfolio in ZEC, closed the laptop, touched grass and sat on my hands. A year later, i’m up 10x and reviewing what comes next.
bloom insightsI built a private tipping app in 4 weeks with no coding experience.
Here's what I learnt.
bloom insightsWhat I’m Buying While You Panic
Imagine waking up in three years and realizing you were right about everything: The thesis, the timing, the assets.
About Bloom
Bloom is where I connect
what I research with what I build.
I’m interested in what becomes abundant, what stays scarce, and who captures the difference. The work is for investors who want to understand technology and builders who want to understand its economics.
About me and the method →What changed. What matters.
What I’m watching.
A free weekly note on technology and its economic consequences. Written by naly.
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