Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, we look for undervalued growth stocks with under appreciated catalysts that have 3x upside within 3 years.
参加 April 2008
2.9K フォロー中 554.7K ファン
Remember when the data center / neocloud stocks sold off because we thought $META had excess compute to sell… yeah… that turned out to be false because now $META needs all that compute for their own models and ai ambitions
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