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AI
AI-Innovation Portfolio
Own the physical infrastructure of the AI revolution — chips, networking, power, data systems, robotics, and frontier tech. Every position, every thesis, every exit — managed in real time.
+43.9%
Avg Gain
on Exited Campaigns
AI-Innovation Portfolio
$297
per quarter · billed quarterly
Your subscription renews automatically every quarter. Cancel anytime by emailing support@logicfundmanagement.com at least 2 business days before your renewal date.
What's Included
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Full active portfolio — every AI infrastructure position, entry price, current gain/loss, and the thesis behind it
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Research notes on every new position with detailed sector analysis
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Entry and exit alerts delivered to your inbox
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Portfolio intelligence search — full research archive, instantly searchable
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Pro Perspectives — Bryan's daily macro analysis (included free)