Mossfire Capital is a fundamental research-driven hedge fund investing in frontier tech.

We look for outsized alpha in the companies building the next computing era — artificial intelligence, agentic finance, humanoid robotics, and next-generation compute infrastructure — across public and pre-IPO markets.

Our process starts from primary sources: filings, technical papers, supply-chain checks, and direct conversations with the people building these companies. What we learn, we publish on Insights.