“3 more kids and we might finally have this parenting thing figured out”
That’s what I told my wife 10 days after our second child was born.
She didn’t seem very excited about the idea of 3 more..
But the joke wasn’t completely wrong.
With our first child:
Every problem felt new. Now we recognize things we’ve already seen before.
Everything felt important. Now we know what actually deserves attention.
We researched everything from scratch. Now we reuse what already worked and continue to learn.
At this point you may be thinking:
“Mostapha, I’m not here for parenting and life advice.”
Fair.
I’m definitely not launching Compound With Kids…
But the same lessons apply to AI.
After 18 months of using AI daily for investing, I learned what matters, and what workflow to use for each step.
That’s what this guide is about.
Helping you build that process faster, without repeating all the mistakes I made along the way.
If you’re starting with AI for investing, you only need to get 3 things right:
Choose the right AI.
Set it up correctly for investing.
Build a repeatable research process around it.
Get those three right, and you already have the foundation of a real AI investing process.
1. Choose the right AI tool for the job
I get this question a lot:
Claude? ChatGPT? Gemini? And where does NotebookLM fit?
My answer is simple:
I don’t use one AI tool for everything. I choose based on the job.
Today, my default looks like this:
1.Starting a new company or industry: Gemini Deep Research + NotebookLM
I use them to get up to speed fast.
Gemini helps me build the first overview across many sources.
I use Notebook to ask follow-up questions and create an Audio Overview podcast.
2.Going deeper on a company: Claude
This is where I work with years of filings, spreadsheets, notes, and more complex research tasks.
Claude is currently my preferred tool for this kind of deeper, file-heavy work.
3.Following a stock and running repeatable workflows: Claude
Once the deep dive is done, I don’t want to rebuild the research every quarter.
I keep the company work together and reuse the same workflows for earnings, thesis checks, risks, and follow-up research.
If that already sounds like too many tools, don’t overthink it.
You can use Claude for almost the entire process.
So today, my recommendation is simple:
Start with Claude. And especially Claude Cowork.
Here’s what that looks like in practice:
Now the important question becomes:
How should you actually use Cowork for investing?