The AI Investing Framework
A running map of iPrompt's frameworks for investing in AI — how to read the stocks, where the capital flows, and how to manage the risks. Each link opens a full deep dive.
Reading AI stocks
Frameworks for telling a real move from a repricing.
AI stock classification framework: reset, crack or hype? — a five-step test that sorts any AI name into one of three boxes.
AI stocks and interest rates: the duration map — which layers of the AI stack get repriced when long-term yields rise.
Where the money flows
The supply chain and the capital behind the AI buildout.
AI infrastructure funding: the funding-ladder test — which AI bets can actually finance themselves.
HBM memory investing: the AI memory chokepoint — why HBM became the bottleneck and how the memory makers re-rated.
Semiconductor equipment: the overlooked 2026 AI trade — where the bottleneck moved in the chip supply chain.
Managing AI risk
The new risks of building a business on someone else's model.
AI vendor lock-in and model portability, explained — why vendor-independence became an enterprise moat.
AI vendor continuity and kill-switch risk, explained — when a government order can switch off your model overnight.
AI token pricing and Copilot billing, explained — what pay-per-token metering means for your AI bill.
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