Please before diving in, read this disclaimer.
Welcome to the FCC Weekly Data Wrap Up
Every Sunday, I track what actually changed across our portfolio and what it does to each company’s Future Cognitive Capital score. One real signal can move a thesis. Most “news” is noise. My job here is to separate the two, then update the scoreboard.
To understand how we think:
This week: it was not calm. We had 3 score changes out of 7 companies, driven by infrastructure commitments, agentic rollouts, and one major data-stack move. The portfolio thesis strengthens, but in different ways depending on the name.
Next deep dive is planned around January 15.
Since added to the portfolio, here are our performances:
Company #1: +51.07% (from +55.09% last week) ▼
Company #2: +42.10% (from +40.10% last week) ▲
Company #3: +116.85% (from +114.88% last week) ▲
Company #4: +125.94% (from +125.68% last week) ▲
Company #5: -5.99% (from -1.60% last week) — still need time I guess. ▼
Company #6: +13.10% (from +16.34% last week) ▲
Company #7: -0.79% (no comparaison, just added on December 31st). =
Performance: +343.50% since January 2024.
Let data compound and money follow.
Let’s go.
This week marked critical inflection points across the portfolio. Three mega-platforms announced full-stack infrastructure consolidations, while operational platforms embedded agentic intelligence into revenue-generating workflows. Regulatory tailwinds emerged in Europe, creating a window for data monetization expansion through 2026–2027.
The portfolio's data-driven thesis strengthens materially.
If you want the part that actually matters, go paid.
FCC is built for people who want the framework: Data Compounders, Behavioral Architecture, Feedback Loops, Full-Stack Control. The stuff that actually explains why a company compounds for a decade.
This method brought us nearly +350% return since January 2024.
Paid members get the full weekly brief, the deep dives on companies I invest in and also the future edition of my guide to invest in AI and not make dumb mistakes: AI as an Investment (long-form theses every ~20 days) and the concept work that underpins the scores. If you want the full operating system click on the next button you see 🔽
See you behind the paywall.