Gaetano
@Gaetano2026
Photonics/Physical AI
Company Coverage On Substack
加入 February 2025
572 正在关注 58.1K 粉丝
I’ve been slowly building my hyperscaler port
$amzn $goog $meta
Broadening beyond my AI infra basket and into companies that will benefit from the buildout itself
And yes the way I buy shares is chaotic
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