Oli
@OInvests
AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
参加 August 2025
399 フォロー中 5.9K ファン
My moat tier list: the Mag 7, plus SpaceX, Broadcom and Anthropic.
Two names I'd call unbreakable. Two I'd call narrow.
Where would you move them?
