🗣️ Investor Talk #24: Alex Divinsky

Founder - Ticker Symbol: YOU

Welcome to Investor Talk — where we interview successful investors to uncover their journeys, strategies, and the lessons they've learned. Get inspired by real stories and gain valuable insights to sharpen your own investment approach.

Every interview follows the same set of sharp, insightful questions — such as “What is your investment strategy?”, “What are your highest conviction stocks?”, and “What’s the biggest investment mistake you’ve made?”

In this edition, we have the pleasure of interviewing:

Name: Alex Divinsky @TickerSymbolYOU
Age: 35
Residence/Country: USA
Invests since: 2015

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
I was working overseas as a forward-deployed rocket scientist for MIT, living on a tiny island called Kwajalein (where SpaceX conducted their initial rocket tests). There was poor internet and little to do between launches, so I decided to learn about investing. Given my interest in building PCs and gaming at the time, I began with stocks like Microsoft $MSFT, Nvidia $NVDA, and AMD $AMD, which are still three of my largest positions today.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?
My background is in electrical engineering and AI, so I invest exclusively in my circle of competence, which is in the semiconductor supply chain and AI software companies built on top of them (both B2B and B2C).