I've Been Selling AI Stocks In The Name Of Value, But I Kept Tesla

Group 1 - Invictus Origin is a high-alpha investment management firm founded by Oliver Rodzianko in May 2025, aiming to become a globally recognized actively managed fund [1] - The firm's flagship product, the Nasdaq High-Alpha Black Swan Portfolio, is designed to sustainably outperform the Nasdaq-100 and maintains approximately 20% in strategic cash reserves for downside protection [1] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst with expertise in technology, semiconductors, artificial intelligence, and energy sectors [1] Group 2 - The investment process of Invictus Origin integrates U.S. market specialization with a comprehensive understanding of international markets, aiming for durable outperformance [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by the development of a family office structure for lower-volatility capital preservation [1] - Oliver Rodzianko has built a strong reputation for providing actionable insights to sophisticated investors through platforms like Seeking Alpha, TipRanks, and GuruFocus [1]