Ren — The AI Buildout (rensub)
"Ren" — pseudonymous; self-described Head of AI at a Fortune 500 company, ~10 years as a PM at a Mag-7 firm (Google/Microsoft/LinkedIn), former software engineer and two-time founder. No legal name or employer disclosed.
Fast-growing viral Substack (~40k X followers) built on a "12 floors of the AI buildout" framework — mapping the full stack from critical minerals and power up through compute, memory, optical, tooling and applications — paired with a paid, monthly-updated model portfolio. The hook is insider framing: he claims his day job buying AI infrastructure for a large corporation informs the supply-chain picks, leaning hard into obscure mid/small-cap suppliers rather than mega-caps.
Top holdings
long (disclosed entry) — Disclosed buy at $150, self-reported "up over 1,000%"; his Layer-6 memory pick. Entry disclosed, current weight not.
one of his largest holdings — Optical-networking / AI-interconnect supplier; named as a top position. Weight % not disclosed.
long (allocations paywalled) — His framework names Power, Thermal, Security and Edge AI as cross-cutting systems; specific power/thermal tickers and allocations sit behind the paid tier — not disclosed here.
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Our take
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