Meta-Core Financial Insights

The Next Bottleneck Is Not HBM. It’s Copper.

I spend most of my time underwriting the compute layer of the AI buildout: data centers, power contracts, GPU economics.

Jun 10 • Marco Antonio Ramirez Zuno

$ZETA, a true asymmetric opportunity hiding in plain sight.

I initially wrote this company off as a marketing agency trying to ride the AI hype by spraying AI all over their pitch deck.

Jun 2 • Marco Antonio Ramirez Zuno

December 2025

UiPath, The Automation King Is Back!

$PATH, company overview and valuation.

Dec 8, 2025 • Marco Antonio Ramirez Zuno

1

October 2025

Is AI in a Bubble? Breaking Down the Bear Thesis

FUD has permeated the market and “gone viral,” especially around the AI sector. The bear thesis for AI has gained strength. But is it fundamentally…

Oct 22, 2025 • Marco Antonio Ramirez Zuno

3

Stop looking for the moat.

Look for the moat generating algorithm, instead.

Oct 20, 2025 • Marco Antonio Ramirez Zuno

1

June 2025

$IREN is one of the most asymmetric plays in the AI arena, with mid-term upside potential of 10–20x.

$IREN is one of the most asymmetric plays in the AI arena, with mid-term upside potential of 10–20x.

Jun 19, 2025 • Marco Antonio Ramirez Zuno

1

March 2025

Catching Up on Tech-Driven Insurance

Why Lemonade (LMND) Leads OSCR, ROOT, and HIPPO in Disruption and Growth Potential

Mar 25, 2025 • Marco Antonio Ramirez Zuno

June 2024