The NAND king
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Neo clouds - All three deserve a seat in your portfolio.
CAPEX networks CAPEX
A modern AI datacenter is not a collection of individual servers, it is a distributed supercomputer where thousands of GPUs must act as a single unified compute fabric. Training a large frontier model like GPT-4 required roughly 10,000 GPUs operating in tight coordination, exchanging weights, gradients and activations
4 years of GPU expansion, what now ?
During the past 4 years and the emergence of AI new capabilities. Hyperscalers were building strong computing power by buying GPUs, this sent NVIDIA and later AMD to stellar levels with NVIDIA being now, well established as the largest company in the world. Since 2022, NVIDIA has been shipping a
Kumo Research
Kuroro L. built his career across several major global banks, working in roles spanning equity research, strategy, and quantitative analysis, where he developed a strong foundation in both fundamental investing and data-driven market approaches. Over time, he became skilled at combining company-level valuation work with macroeconomic thinking and