aditya agarwalLaunched new $570M fund to back ambitious founders from ideation through early stages; uses 'gestation phase' model to help founders crystallize biggest ideas before committing capital.
ianCovers semiconductors and technology from San Francisco, focusing on memory market dynamics, capacity cycles, and US-China tech competition.
paulina mcpaddenManages a non-US focused growth portfolio with top holdings in TSMC and SK Hynix; emphasizes long-term fundamental attributes over quarterly noise.
edison leeCovers Apple supply chain; downgraded Apple to Underperform based on checks showing all-glass iPhone cancellation and AI-driven component shortages.
spencerCovers e-commerce, labor policy, and gig economy regulation, reporting on Amazon's delivery network and NYC legislative risks.
bailey lipschultzLeads Bloomberg's semiconductor coverage from New York, reporting on memory chips, IPOs, and Asian tech supply chains.