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AGIX Portfolio Manager Notes

Access portfolio management notes written by Max Chen, covering the latest developments in artificial intelligence and the KraneShares Public-Private AI & Technology ETF (AGIX) portfolio.

The Agent Handover: Computer Use, Sandboxes, & The Emerging CPU Opportunity

First Came Personal AI, Now The “Intent Agent”

An Emerging AI Agent Economy: First A Software Apocalypse, Now a Renaissance?

The Memory Wall & Next Leg Of The AI Story: The Connection Bottleneck

Hyperscaler AI Capex: What the Headlines Miss

AI’s Next Moat: What Survives When Models Become Commodities

AI ETF AGIX Adds Private Photonics Company Ayar Labs & KraneShares Launches Photonics ETF LUMA

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