Gavin Baker (mentioned)

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure

10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…

9 hrs ago • The Scuttlebutt

"I would never ever bet against Elon": Positron co-founder on data centers in space

17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…

11 hrs ago • The Scuttlebutt

Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year

7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…

Sep 16 • The Scuttlebutt

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