Paid membership
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Private Canadian investment club
Bought into America
A 10-15 year club thesis centred on public American companies building critical infrastructure across chips, space, power, AI, operating systems, enterprise data, and data centres.
Placeholder public copy. This site does not provide financial, investment, legal, or tax advice.
Club tape
Top positions
USD
MU
SemiconductorsMicron Technology Inc.
-3.90%
$884.99
AAPL
Operating SystemsApple Inc.
+1.29%
$337.31
AIT
ManufacturingApplied Industrial Technologies Inc.
+0.65%
$349.31
AKAM
Enterprise InfrastructureAkamai Technologies Inc.
-2.23%
$112.80
AMAT
SemiconductorsApplied Materials Inc.
-3.97%
$514.96
AMD
SemiconductorsAdvanced Micro Devices, Inc.
-5.84%
$491.48
AMZN
Enterprise InfrastructureAmazon.com, Inc.
-0.25%
$231.54
APTX
Health and GeneticsApotex Health Corp.
-0.81%
$14.00
ARM
SemiconductorsArm Holdings plc
+1.44%
$263.75
ASML
SemiconductorsASML Holding N.V.
-6.15%
$1,648.98
Thesis map
Public companies, durable infrastructure.
Members share what they are bought into, track the club's aggregate areas of interest, and discuss the primary sources behind each stock-specific thesis.
Semiconductors
Mining
Power Generation
Data
Cyber-security
Defense
Manufacturing
Space
Quantum Computing
Nuclear Power
Health and Genetics
Operating Systems
Enterprise Infrastructure
Data Centres
Technology
Stock pages
Each approved ticker has a dedicated page for links, comments, votes, and live market context.
Moderated discussion
Admin controls and community reports keep the forum focused as the club grows.
Launch notes
Who is this for?
Canadians who align with the long-term thesis and want a private place to discuss U.S. public companies with other members.
What do members disclose?
Ticker ownership only. No share counts, cost basis, position sizing, or account details are collected in v1.
Is this investment advice?
No. Placeholder legal copy must be replaced with counsel-reviewed language before launch.