Matthew Tuttle
@TuttleCapital
The Next AI Bottlenecks: Memory, Photonics and Space.
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Joined January 2015
1.1K Following 16.5K Followers
Most portfolios with AI exposure look the same right now.
Heavy on the megacaps. Concentrated in semiconductor names that led the last cycle. Built around the assumption that compute is still the constraint.
It isn't.
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