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Year: 2026

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NVIDIA Could 10X Sales If It Weren’t for This One Bottleneck

Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s central paradox…

David Moadel · 4 months ago