I’m very bullish on ai and since I believe compute will remain one of the biggest bottlenecks for the next few years, I’m also extremely bullish on data centers and neoclouds. As of this moment (in alphabetical order) we own: $APLD $BRUN $CIFR $CRWV $GLXY $IREN $KEEL $NUAI $NBIS $SHAZ Our top 3 positions from this group in order by size: $NBIS $SHAZ $IREN $NBIS is 40% of our exposure in this group with the other 9 names making up the remaining 60% of our exposure. NFA. DYOR. *We own all 10 stocks mentioned above at @FirstWaveFund
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