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Physical Layer of AI · Live Book · today
The Physical Layer
isn't a metaphor.
Quinn's live book. Power, compute, photonics, off-world — every position is a specific bet on the physical stack AI runs on. Updated every 60 seconds. Open to anyone.
YTD Return · 2026
+25.59%
vs SPY · live
Today
—
live · refresh 60s
Positions
18
across 5 layers
Thesis
Physical Layer
power · compute · photons
▌ YTD · vs S&P 500 (SPY)
YTD: loading…
vs S&P: —
Live
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▌ NBIS · Q1 2026 · Post-Earnings Live Audit
The engine just audited the print.
Live
refreshing…
Hype / price action
Tape running on the headlines: Meta + Microsoft mega-deals · contracted backlog ramping · 52-week +658%. Q1 print today.
—
Physical-Layer reality
Revenue ramp Q4 → Q1 guide +65% QoQ. Op margin still -113%. EBITDA inflected positive Q4. 310 MW Finland AI factory live. The bet pays only if Meta + Microsoft drawdown matches the contracted backlog curve.
▌ The engine just audited NBIS. — seats left.
Run your book through the same engine — get the Kill Vector report.
Drag a screenshot of your portfolio. Get a layered breakdown, sleeve-mandate fit, and the kill vectors for every position. Layer classification only — no advice, just receipts.
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Today · top movers
| Ticker | Sleeve | Layer | Today % | All-time % | Trend |
|---|---|---|---|---|---|
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The stack I own
Full mandate →Physical Layer · 100%
5 layers
Power (CEG, VST, OKLO) → Compute & Memory (MU, AVGO, NBIS, ON, MBLY) → Data Center (ANET, IREN, NOW, PANW) → Photonics & Quantum (POET, LWLG, LPTH, XNDU) → Off-World (RKLB, ASTS). 18 positions, the thesis.
How the book is structured
Full mandate →Core · compounders
Physical-Layer compounders
Power, compute, networking, cybersecurity. Thesis-based sizing. Add on dips, trim only on thesis break.
MU · AVGO · CEG · VST · NBIS · ANET · PANW · NOW · ON · MBLY · IREN · OKLO
Frontier · moonshots
Moonshots
Photonics, quantum, space. Ladder-trim discipline: lock gains at defined levels, never full-exit the anchor.
XNDU · RKLB · POET · ASTS · LWLG · LPTH
Latest from the Substack
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Details →
Every trade.
Before the close.
Live buy/trim/sell alerts within 60 seconds. Pre-market brief at 8am ET. Weekly Physical Layer deep research, 2,000+ words.
- ▸Live execution alerts — email, <60 sec
- ▸Morning command-center brief — 8am ET, daily
- ▸Weekly Physical Layer deep research, 2,000+ words
- ▸Smart-money heatmap — insider + congressional flow on every name in the book
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Thesis
"AI needs a physical layer,
and I own it."
The models get all the headlines. But models don't train on promises — they train on power, memory, fiber, and silicon. That's the physical layer: nuclear and gas utilities feeding hyperscale data centers, HBM suppliers sold out through 2026, Ethernet switches running every cluster, and photonic-quantum startups rewriting the endgame.
Every position on this site is a specific bet on that stack. Every trim is a rule, not a feeling. You can watch it compound in real time.