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Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.

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Sam Badawi

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444,470 Aufrufe • vor 1 Monat •via X (Twitter)

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