Tech · Growth
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Tech · Growth
Software margins, infra TAM, picks and shovels. The thesis is two pages but the homework behind it is twenty.
| Day |
|---|
| Since buy |
|---|
| NVDA | NVIDIA | Tech | 24.8% | $185.76 | $212.45 | +3.54% | +14.4% |
| AMD | Advanced Micro Devices | Tech | 19.2% | $224.84 | $547.26 | +6.98% | +143.4% |
| ANET | Arista Networks | Tech | 17.5% | $133.40 | $169.09 | +3.58% | +26.8% |
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I run the biotech sleeve at this house, not this fund. But I read every memo Hana writes and I want to put on record what a tech investor working next to a therapeutics investor has changed about how I think.
Sign in to read every trade rationale, memo, and discussion Hana Kobayashi has shared in this fund.