Anatole Investment, a highly concentrated firm investing into AI, runs plays similar to @daniel_koss @babyfolio They just YOLOed 51% of their folio into $NBIS 30% in $RBRK, 7% in $FCEL And their thesis is yet to materialise since their Avg. buy price hasn't yet run away https://t

In the next few years, it will become obvious how “easy” it was to just buy and hold compute, memory, energy and interconnects. Power, memory and networking are becoming increasingly important as AI scales. People will call you lucky for owning these names. But remember, those sa

You know, I like the product, fuel cells. You see Bloom accelerating in it. Of course, we currently have the data center overhang with the queued data centers. So BTM solutions will do amazingly well, especially in the short term, in my opinion. Over a longer time frame, like fiv