Portfolio Update

Entries, trims, exits, sizing, conviction changes.

Portfolio Update

Alpha Framework — Weekly Portfolio Update (Jan 17–Jan 23)

Jan 24, 2026

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6 min read

Alpha Framework — Weekly Portfolio Update (Jan 17–Jan 23)

Connor Miller

Portfolio Update

New Position Added: Edge AI Isn’t a Cloud Story Anymore

Jan 14, 2026

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5 min read

New Position Added: Edge AI Isn’t a Cloud Story Anymore

Why inference is quietly moving off the data center — and into devices

Connor Miller