AI bottleneck trade

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 15, 2026 by Gavin Baker · across every show →

Everything said about AI bottleneck trade, oldest first

Jun 15, 2026 bearish
Opinion
Baker: The AI Supply Chain Bottleneck Trade Is Nearing Its End
“I do think the bottledeck bros as they are called, are this, like, bottledeck trade is kind of nearing its end.”
Gavin Baker Jun 15, 2026 ▶ 19:26 Gavin Baker: SpaceX Might Be the Greatest Company of All Time
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