I've been building this agent since last August to hunt for stocks because I didn't want to . It’s been running in a live simulation for about 9 months now and I just checked the trading212 and up 29.9% overall and literally just jumped 10% in the last 7 days.

​I’m ranting because I spent months tweaking the logic and I thought it was broken during the flat periods, but it is finally hitting.

​The stuff that’s actually carrying the portfolio:

• ​TeraWulf (WULF) & Applied Digital (APLD): The bot was obsessed with these "bitcoin miners" back when everyone hated them. It wasn't even looking at the BTC price and it flagged them for their power infrastructure. Now that everyone is thirsting for AI data centres, WULF is up 184% for me. They just did a massive $1B equity raise this week to pivot their Hawesville site to AI, and the market absolutely ate it up.
• ​Mercury Systems (MRCY): This one was a total sleeper. It’s a defence tech play that’s been ugly for ages, but it just beat earnings today (May 6th) by like 350% on record bookings. The bot held through all the boring sideways movement and now it’s up 34**%**.
• ​Frontline (FRO): Just a classic tanker play. With the Strait of Hormuz drama and oil prices being weird, shipping rates are staying high and the cash flow is just stupid. Bot caught the trend early.
• ​NuScale Power (SMR): Regulatory hell. It’s down 61%. It bought into the "Small Modular Reactor" hype way too high.
• ​Genius Sports (GENI): Down 65%. I have a limit sell sitting there at $16.00 just waiting for a miracle.

​The agent is still heavily weighted in these "infrastructure for AI" plays (WULF, APLD, RGTI). Part of me feels like I should take the 29% win and run, but the agent's logic is doubling down on the fact that we're still in the "build-out" phase of the cycle.

​Anyone else working on an AI system for their future?

I've been building this AI agent since last August to hunt for stocks because I didn't want to . It’s been running in a live simulation for about 9 months now and I just checked the trading212 and up 29.9% overall and literally just jumped 10% in the last 7 days.

​I’m ranting because I spent months tweaking the logic and I thought it was broken during the flat periods, but it is finally hitting.

​The stuff that’s actually carrying the portfolio:

• ​TeraWulf (WULF) & Applied Digital (APLD): The bot was obsessed with these "bitcoin miners" back when everyone hated them. It wasn't even looking at the BTC price and it flagged them for their power infrastructure. Now that everyone is thirsting for AI data centres, WULF is up 184% for me. They just did a massive $1B equity raise this week to pivot their Hawesville site to AI, and the market absolutely ate it up.

• ​Mercury Systems (MRCY): This one was a total sleeper. It’s a defence tech play that’s been ugly for ages, but it just beat earnings today (May 6th) by like 350% on record bookings. The bot held through all the boring sideways movement and now it’s up 34**%**.

• ​Frontline (FRO): Just a classic tanker play. With the Strait of Hormuz drama and oil prices being weird, shipping rates are staying high and the cash flow is just stupid. Bot caught the trend early.

• ​NuScale Power (SMR): Regulatory hell. It’s down 61%. It bought into the "Small Modular Reactor" hype way too high.

• ​Genius Sports (GENI): Down 65%. I have a limit sell sitting there at $16.00 just waiting for a miracle.

​The agent is still heavily weighted in these "infrastructure for AI" plays (WULF, APLD, RGTI). Part of me feels like I should take the 29% win and run, but the agent's logic is doubling down on the fact that we're still in the "build-out" phase of the cycle.

​Anyone else working on an AI system for their future?

I’ve been messing around with a side project since August 2025 and thought I’d share it here since I haven’t posted in a while.

Basically I built an AI-assisted stock screener using gpt and gemini apis and the Financial Modeling Prep API. It’s not anything super fancy with maths but kind of more like an automated research workflow that helps surface stocks and give some context on saving some time.

I started it with a £10k paper trading account on Trading 212 just to see if the ideas it was flagging actually made sense in practice.

peaked around £13.5k in Nov 2025
dropped to ~£10.8k in March
currently sitting around £12.0k

So nothing crazy, but it’s been interesting to see how the signals behave over time. Also kind of funny how this little side project has actually done better than the S&P this year so does anyone think the future of investing lies with AI and will become how large companies do their allocations?