It’s 2029
The AI cycle is in full swing.
Your job has changed dramatically. Some of your colleagues have been let go, your role has been restructured twice.
But you’re not panicking, because the portfolio you’ve been building since 2026 is now meaningfully larger than it was, and a significant chunk of it is in the companies that benefited most from the very thing reshaping your career.
You don’t need your job to work out the way it used to.
You have options.
You sleep at night because you’ve been positioned for this for years.
Today?
You just took the Replacement Test, and you have a number. Of course nothing is perfect, but it is directionally right.
Most people will close the tab and do nothing. The score will sit somewhere in the back of their mind, slowly compounding into low-grade dread.
A few people will do something with it. This page is for them.
You know AI is significant. But just how big is it, and how fast is it growing?
Well, it is currently being adopted at 4.5x the speed of the internet. Big tech will spend over $600 billion on AI in 2026.
Around $300 billion of this is set to flow into businesses that solve AI’s physical constraints like energy, cooling and security.
Most of the businesses doing the building are public, investable, and not yet priced for how significant they'll become.
How does it affect you?
I am not here pile on with more AI doom mongering. Here are the facts as they stand today.
AI will create future of work uncertainties.
It could theoretically provide unlimited abundance, but in the interim years it will probably be messy.
There will be winners and losers.
You’re also really busy. You don’t have time to research stocks and become a part time finance hobbyist.
The other problem is that the greatest opportunities lie in U.S companies.
If you live in Australia, there are plenty of advisers to help you with your super, retirement or buying a house.
But, if you want to invest in US markets (where the largest wealth creation opportunities exist), there is a lack of expertise.
This is where I come in.
A generational opportunity.
Every technology transition that has created a civilisational-level change (think: the wheel, printing press, steam engine, electricity, and most recently, the internet) has concentrated wealth in a similar way.
We are currently in the early years of a new age of intelligence, and the single largest infrastructure buildout in human history is underway right now.
The race to build data centres and acquire more computer power is reshaping energy markets, causing the US and China to secure their own supply chains of rare earth minerals and creating unprecedented investment opportunities as governments and the big tech companies write blank cheques to secure these resources.
In simple terms, instead of asking which companies make AI, we ask what AI physically needs to exist.
These investment opportunities are often not well known to retail investors, and many are not valued at a level that is close to how significant they will be over the next five to ten years.
I believe there will come a moment when this is obvious, but as of right now we are very early (there are many that think this is all a bubble).
WHo am I?
Sam Ledgerwood [BSc. Economics; Chartered Financial Analyst (CFA Level 1); Investment Management Certificate; ICMA Fixed Income Certificate]
I spent 15 years in capital markets in London, starting at Invesco covering European fixed income and macro strategy, then moved to Wellington Management covering US equities, commodities and multi-asset hedge fund products. I worked alongside fund managers and research teams responsible for hundreds of billions in assets under management.
When OpenAI released ChatGPT in 2022, I realised the technology coming next meant that the career path I had been assured of probably wouldn’t be there in 5-10 years.
I understood that I had to own the businesses building AI, but I couldn’t. Compliance and securities regulation, meant I was not allowed to buy stocks for myself.
I left a year later and moved to Sydney, Australia to manage my own portfolio and build a signature framework for technology and AI investing. I’m also a published author.
Today, I leverage my experience to simplify investing in AI infrastructure for clients who don’t have a background in financial markets.
A generational opportunity.
I run a 1:1 advisory practice that helps senior professionals invest in AI specific stocks, ETFs and commodities.
By the end of a 90 minute consulting session.
My clients will:
Be ready to invest in hedge fund quality stock positions: investments that benefit directly from the structural changes AI is creating, across physical AI infrastructure, energy, US-China realignment, robotics, digital assets, and frontier themes. You leave with a breakdown of my current portfolio and the research behind it.
Think about your portfolio in the same way as a professional investor: I pay to access a range of institutional-grade data and research (the same research the major hedge funds are using) and leverage my experience to distill and simplify it for clients who don’t have a background in financial markets.
Be setup in an evening: after our tailored conversation you'll receive a step by step guide to setup your own portfolio (including which platforms to use) without using a broker, to remove the time drain and practical friction.
Have clarity: no acronyms, no daily monitoring, no becoming a hobbyist finance expert. You’ll understand what you own. You’ll have conviction. You’ll get on with your life.
I have no affiliation with any of the companies in the portfolio. No kickbacks. This is where my own money is invested.