Jason Kam(@MapleLeafCap):After blasting into the semi sector to go long the full 9 yard of AI stuff (CPU, GPU, ASIC, XRAM, LLM, etfs) with the thesis that we are chronically short the raws to power AI + AI demand continues to rock, where would you put incremental dollars to work?

Jason Kam

@MapleLeafCap

@FoliusVentures @bidclubai @CarnegieMellon

가입 January 2018

2.4K 팔로잉 중 49.6K 팬

Jason Kam@MapleLeafCap

2026.04.22 07:34

After blasting into the semi sector to go long the full 9 yard of AI stuff (CPU, GPU, ASIC, XRAM, LLM, etfs) with the thesis that we are chronically short the raws to power AI + AI demand continues to rock, where would you put incremental dollars to work?