Matthew Tuttle
@TuttleCapital
Ai runs on Memory.
Now Trading: $HBMX
加入 January 2015
1.1K 正在关注 16.1K 粉丝
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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