I'm a 22-year-old UK-based investor and analyst. I focus on three sectors: AI infrastructure, fintech, and defense technology. I run a concentrated personal portfolio with core positions in Nebius (NBIS), Vertiv (VRT), Kraken Robotics (KRKNF), and SoFi Technologies (SOFI). My approach combines deep fundamental research with disciplined position sizing and a long-term view.My Investment PhilosophyI build my approach around three ideas.First, I take large positions in businesses I understand deeply. I'd rathe ...