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Altreides Management's Gavin Baker says AI bottleneck trade is winding down
Atreides Management's Gavin Baker says the AI bottleneck trade is ending as supply constraints ease, signaling a shift toward enduring franchise value
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Altreides Management's Gavin Baker says AI bottleneck trade is winding down
Atreides Management's Gavin Baker says the AI bottleneck trade is ending as supply constraints ease, signaling a shift toward enduring franchise value
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Hedge-fund manager says AI 'bottleneck trade' has run its course
Gavin Baker of Atreides Management says the AI bottleneck trade is over as supply eases, with implications for hyperscalers and crypto miners pivoting to AI