Best semi/infra HF/PMs?
Wondering if anyone can provide some color on the best public markets / crossover PMs or funds that do (or are specialized in) semiconductors / AI infra.
Thanks in advance :).
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gavin baker @ atriedes
second this… he’s gotta be one of the smartest people i’ve listened to. plus the track record to prove it
going off the past 18 months... literally everyone?
Dude is just looking to ride the wave and get paid without a sweat, clearly.
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