About Cognicode 15K Fund

Thanks for giving us a chance! Here is a quick introduction of what Cognicode is; how the fund came to be; and how you can follow us! - Sincerely, Andrew & Tony -

I. What is Cognicode ?

Cognicode is an abbreviation (cognition + code) that we found best fit our vision of what the next 5-10 years would look like as the digital revolution is steamrolling ahead without any sign of stopping. Within the past few year, talks of AI revolution have always somewhat ticked us off. It’s not because they are wrong, but rather because of how people perceived AI as a new form of mysterious technology that suddenly spawned out of ChatGPT. Here at Cognicode, we aren’t here to jump on the hate train that this person is wrong & that side is wrong.

Cognicode is here because we see silent industrial revolution that’s happening underneath of the digital/AI revolution.

We see a cognitive revolution in terms that our data/information are being encoded into literal physical infrastructure. If you think about it, digital data on your phones, are being stored to 2 physical spaces: one on your phone, and one on the cloud (which is at a physical space, thousands of miles somewhere away).

II. Why 15K - How & What Will Cognicode Invest?

1. Why 15K ? : Me (Andrew) & Tony, are still students & early in our career so that’s why we are only pitching in that much. *sad noises*

2. How Will We Invest: We will be buying securities that’s available for trade on Charles Schwab. :D

3. What’s Cognicode Investment Thesis?

   1. Summary: We invests in the overlooked, mission-critical physical infrastructure that forms the unseen spine of the global data economy, We will look at sectors like energy, industrials, ..etc and find undervalued cash-flowing companies ($50M+ revenue) poised for high-growth acceleration driven by the exponential demands of Data and AI.

   2. Why now:

      1. Data & AI Explosion: Unprecedented surge in data generation and accelerating AI adoption.

      2. Foundational Shift: Creating a massive, underlying demand for physical infrastructure.

      3. Hidden Gems: Essential hardware, connectivity, power, and environmental controls are the silent enablers of the digital revolution.

      4. Market Blind Spot: These mission-critical assets are often overlooked and currently undervalued by broader markets.

      5. Compelling Opportunity: This disconnect presents a unique chance to invest in the tangible assets vital for digital cognition's very existence.

Thanks for reading thus far, at this point, most might think, this will never work out right ?  Well, it's about the journey not the destination right? here's some info about the authors

III. About The Authors & How Cognicode Came to Be

What happens when you combine two idiots together? You get lots of dumb, but bold ideas.

For this substack, for the time being, we will have two author: Me (Andrew), and Tony. We came up with idea for Cognicode because we figured that if there are going to be a revolution, we might as well try to bet our vision of how AI will turn out and profit together. not all ideas are noble ;)

Me and Tony have been friends ever since high school, we went to high school together and despite not studying college near one another, we still keep in touch as we progressed through life. At this current moment, me and Tony are still early in our careers, and despite us having very different path, we still managed to regularly exchange our ideas. Below is a brief profile about our interest; what are we doing; and career aspirations.

Andrew Brief Profile: Vietnamese-born, Vegas-trained hospitality grad, incoming Cornell MPS student. Self-proclaimed pianist, and investors. Aspire dream is to get into commercial real estate, and build tech-enabled businesses bridging the U.S. and Vietnam.

Tony Profile: He’s a Googler. And He likes to Code. Interested in being an investors and have being long-time wallstreetbets for 5 years.

IV. Our Vision for This Substack

”If you are expecting us to not any address AI content here, then you are wrong :)"

We will deliver monthly update of our portfolio performance, and post of when we decide to buy new securities. Sometimes, if we are feeling like it, we will drop some insights as well!

I hope you do enjoy what we have to offer.

V. Wanna Grab a Popcorn to see how this plays out?

If you’re still here after reading all of that, you must be either:

1. Thinking we are geniuses & we are the next Warren Buffet

2. These two are literal idiots, I can’t wait to see this fund fail

Either way, you are here to grab to see whether this fund can even survive the next 24 hours.

That is why, we highly recommend for you to follow our newsletter & connect with use on LinkedIn.

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