I was looking through 2023, 2024 for big winners around AI theme to back test a little. Here is what I observe :- 2023: Nvidia - 233%, Vertiv - 246%, SMCI - 242%, Meta - 194%- 2024: Palantir - 340%, Vistra Corp - 261%, Nvidia - 171%, Applovin - 268%, Meta 70%, SMCI - 66%(***copied … Continue reading 5.22.2026 Thoughts (Revisiting AI Trade)
Tag: technology
10.25.2025 Thoughts (We’re Not in a Market Bubble. We’re in a Founder Delusion)
Angel Investing segment of the market is in the biggest bubble not the stock market. Founder raising angel funds don't know what Product Market Fit Vs Product Master Fit. I suspected O series models from OpenAI in Dec 2024 was a game changer, haven't really thought much about Oracle's stock price move. Need to be … Continue reading 10.25.2025 Thoughts (We’re Not in a Market Bubble. We’re in a Founder Delusion)
Uday Reddy 