The businesses that compound, and the machines doing the compounding.
AI, robotics and automation are pulling in more capital than any build-out in decades. Most of the money won’t go to the names in the headlines. It’ll go to the companies the build-out can’t happen without (the chips, power, networks and machines underneath it) and to the businesses that use them to compound faster than everyone else.
Finding those companies early is what this letter is for.
Who I am
I’m Josh Baylin, and I’ve worked on every side of this trade. I covered technology for Bloomberg. I managed money at Legg Mason and SAC Capital. I founded an automation consultancy that worked with Fortune 100 companies, and I ran product at Brain Corp, an autonomous-robotics company. Most recently, I wrote investment newsletters for a living. Now I write this one.
What you get
Free: one essay every week, plus a public monthly scorecard of every call I make, wins and losses.
Paid (opens January 2027): the full tech letter and one new stock pick every month.
Signals (opens March 2027): timestamped calls from my signal engine, sent the moment they trigger.
Market Swings
I also host Market Swings, a show about investing and markets, filmed during a round of golf. Episodes are free here in their own section, and you can switch that section off anytime.
Compounding Machines is for informational purposes only and isn’t personalized investment advice. I may own the stocks I write about. When I do, I’ll say so.
