Matthew Tuttle
@TuttleCapital
The Next AI Bottlenecks: Memory, Photonics and Space.
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가입 January 2015
1.1K 팔로잉 중 16.5K 팬
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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