I’m a Norwegian tech investor focused on what AI actually runs on: GPUs, servers, high-speed networking, power/cooling, and the cloud platforms where inference scales in the real world. I invest long-only, with clear risk controls and a simple philosophy: own critical infrastructure and real usage, not passing trends.

What I Do

  • Focus: Semiconductors, the data-center stack (servers, networking, power/cooling), and cloud platforms that monetize AI inference.
  • Time Horizon: 5–10 years, with disciplined entries/exits and transparent position sizing.
  • Method: Company fundamentals + capex tracking (who’s building what, where, and when) + real demand signals from data centers.

Investment Principles

  • Build + Use: Own both the tools that build the AI stack and the platforms that profit from usage.
  • Moat First: Prioritize irreplaceable links in the value chain with durable pricing power.
  • Signal Over Noise: Track results, guidance, bookings, capex, and supply chains closely.
  • Risk Management: Concentrated portfolio, clear weights, trim on strength, add to quality on weakness.

Copy Me on eToro

I’m a Popular Investor (PI) on eToro, where you can copy my live portfolio and changes automatically. I post regular updates explaining positioning, risk, and the “why” behind each move.

→ Copy my portfolio on eToro: https://www.etoro.com/people/lordhumpe
Approach: Long-only, no leverage, concentrated AI-infrastructure exposure.
Communication: Clear reasoning, post-earnings takeaways, and structured risk management.

Disclaimer: Copy Trading does not amount to investment advice. Your capital is at risk. Past performance is not indicative of future results.

Background

Advisor by day; investor by discipline. I bring the same methodical approach to markets: independent research, structured process, and accountability to results.