Resources

/

Authors

/

Hamiz Awan

Plutus21 Capital

Hamiz Awan

Co-Founder, Managing Partner, Chairman Investments

“We aim to be described this way: Insatiable curiosity. Relentless innovation. Unshakeable integrity.”

98

pieces

14

Research

84

FuturProof

Writing

Tokenmaxxing Is As Ridiculous As It Sounds

AI token consumption became a performance metric, but rising token usage often failed to translate into higher output, revealing a deeper problem with how the industry measures AI-driven work.

Strategy Memo

Read

Tokenmaxxing Is As Ridiculous As It Sounds

AI token consumption became a performance metric, but rising token usage often failed to translate into higher output, revealing a deeper problem with how the industry measures AI-driven work.

Strategy Memo

Read

Tokenmaxxing Is As Ridiculous As It Sounds

AI token consumption became a performance metric, but rising token usage often failed to translate into higher output, revealing a deeper problem with how the industry measures AI-driven work.

Read

Dispersions Don’t Last

Why wide gaps between a sector’s winners and losers rarely last, and what that means for how investors should position.

Research Memo

Read

Dispersions Don’t Last

Why wide gaps between a sector’s winners and losers rarely last, and what that means for how investors should position.

Research Memo

Read

Dispersions Don’t Last

Why wide gaps between a sector’s winners and losers rarely last, and what that means for how investors should position.

Read

Investors Overestimate Their Ability To Time Cyclical Trades

Investors who plan to ride a hardware cycle and sell when earnings weaken usually exit too late. Why timing cyclical trades is harder than it looks.

Research Memo

Read

Investors Overestimate Their Ability To Time Cyclical Trades

Investors who plan to ride a hardware cycle and sell when earnings weaken usually exit too late. Why timing cyclical trades is harder than it looks.

Research Memo

Read

Investors Overestimate Their Ability To Time Cyclical Trades

Investors who plan to ride a hardware cycle and sell when earnings weaken usually exit too late. Why timing cyclical trades is harder than it looks.

Read

SpaceXAI IPO Supply Overhang

SpaceXAI’s medium-term price action may be more muted as shares unlock. In the long term, adoption, fundamentals, and valuation will matter.

Research Memo

Read

SpaceXAI IPO Supply Overhang

SpaceXAI’s medium-term price action may be more muted as shares unlock. In the long term, adoption, fundamentals, and valuation will matter.

Research Memo

Read

SpaceXAI IPO Supply Overhang

SpaceXAI’s medium-term price action may be more muted as shares unlock. In the long term, adoption, fundamentals, and valuation will matter.

Read

AI Amplifies Good and Bad Engineering

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Strategy Memo

Read

AI Amplifies Good and Bad Engineering

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Strategy Memo

Read

AI Amplifies Good and Bad Engineering

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Read

OpenClaw, NemoClaw, and the Path to Institutional AI

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Strategy Memo

Read

OpenClaw, NemoClaw, and the Path to Institutional AI

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Strategy Memo

Read

OpenClaw, NemoClaw, and the Path to Institutional AI

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Read

The Software Obituary Is Wrong

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

Research Memo

Read

The Software Obituary Is Wrong

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

Research Memo

Read

The Software Obituary Is Wrong

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

Read

The Gloves Have Come Off

The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”

Research Memo

Read

The Gloves Have Come Off

The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”

Research Memo

Read

The Gloves Have Come Off

The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”

Read

Written with

Subscribe to our newsletter

Get the latest news, industry developments, and our perspective on what matters in business, technology, and investing, delivered directly to your inbox.

For informational purposes only. Nothing published constitutes investment advice. View full disclaimers

© 2026 Plutus21

Plutus21 Investment Management, L.L.C. · Plutus21 Capital Management, L.L.C. · Plutus21 Holdings, Inc. Past performance is not indicative of future results.

For questions, issues or complaints, please contact us at coms@plutus21.com

Subscribe to our newsletter

Get the latest news, industry developments, and our perspective on what matters in business, technology, and investing, delivered directly to your inbox.

For informational purposes only. Nothing published constitutes investment advice. View full disclaimers

© 2026 Plutus21

Plutus21 Investment Management, L.L.C. · Plutus21 Capital Management, L.L.C. · Plutus21 Holdings, Inc. Past performance is not indicative of future results.

For questions, issues or complaints, please contact us at coms@plutus21.com

Subscribe to our newsletter

Get the latest news, industry developments, and our perspective on what matters in business, technology, and investing, delivered directly to your inbox.

For informational purposes only. Nothing published constitutes investment advice. View full disclaimers

© 2026 Plutus21

Plutus21 Investment Management, L.L.C. · Plutus21 Capital Management, L.L.C. · Plutus21 Holdings, Inc. Past performance is not indicative of future results.

For questions, issues or complaints, please contact us at coms@plutus21.com