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

加入 January 2018

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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?

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