Optical multiples imply memory and Nvidia are undervalued
Baker goes on to conclude that if the multiples on stocks like Coherent and Lumemtum are correct, then memory and Nvidia stocks should go a lot higher.
on the All-In podcast
G
Gavin BakerAtreides Management · Executive
Where it comes from
This Fund Manager Has a Brilliant Strategy for Investing in AI StocksWhat the article says
Gavin Baker, the Chief Investment Officer of the hedge fund Atreides Management, has established itself as one of the top tech investors operating today. In eight years managing the OTC Portfolio at ...
The Motley Fool