Gavin Baker Atreides Management AI stocks are cross-sectionally inefficient “AI板块个股之间的定价缺乏效率” 芯片与算力·5月30日·The Motley Fool
Gavin Baker Atreides Management Optical multiples imply memory and Nvidia are undervalued “贝克进一步得出结论：如果Coherent和Lumentum等股票的估值倍数合理，那么内存股和英伟达股票理应大幅上涨。” 芯片与算力·5月30日·The Motley Fool