// OVERVIEW
Memory and storage solutions company
Discussed in
// RECENT MENTIONS
// SIGNALS
6 SIGNALS
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mention·Uncapped with Jack Altman·OCTOBER 29, 2026
Source→03
mention·Newcomer Newsletter·JULY 31, 2026
“It's not that Aschenbrenner's bets were wrong, exactly: the infrastructure and chip plays at the heart of the portfolio… are still trading far above where they were a year ago.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.