Year follow-up on buying pandemic stock dip and AI reallocation
4 year follow-up on buying pandemic stock dip + AI reallocation Aug 4, 2026 This is my 4-year investment update following buying the dip on ‘pandemic stocks’ that declined (70%+) in 2022, then reallocating into AI stocks in 2023. I started sharing public updates once a year. This will be a relatively short update since my thesis is relatively unchanged.
- ▪4 year follow-up on buying pandemic stock dip + AI reallocation Aug 4, 2026 This is my 4-year investment update following buying the dip on ‘pandemic stocks’ that declined (70%+) in 2022, then reallocating into AI stocks in 2023.
- ▪I started sharing public updates once a year.
- ▪This will be a relatively short update since my thesis is relatively unchanged.
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Story provenance
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | Gabe Mays |
| Canonical URL | https://gmays.com/4-year-follow-up-on-buying-pandemic-stock-dip-ai-reallocation/ |
| Publication time | Wed, 05 Aug 2026 15:23:02 +0000 |
| Retrieval time | 2026-08-05T15:35:41.796Z |
| Last seen | 2026-08-05T15:35:41.796Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | 1_SjoGEFXITz · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
4 year follow-up on buying pandemic stock dip + AI reallocation Aug 4, 2026 This is my 4-year investment update following buying the dip on ‘pandemic stocks’ that declined (70%+) in 2022, then reallocating into AI stocks in 2023. I started sharing public updates once a year. Data in this update is as of June 2026. This will be a relatively short update since my thesis is relatively unchanged. See my past updates for more context: Recession opportunities (original post) 1 year follow-up on buying the dip on pandemic stocks 1.5 year follow-up on buying the dip on pandemic stocks 2 year follow-up on buying the dip on pandemic stocks 2.5 year follow-up on buying the dip on pandemic stocks 3 year follow-up on buying the dip on pandemic stocks Progress updates Below is the performance summary…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Gabe Mays.
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