▶ 3:01 · $ALAB · What The Best AI Investors Are Buying Right Now

episode briefing

What The Best AI Investors Are Buying Right Now

2026-05-28 · 14 company · 10 thematic

sentiment

11 bull1 bear2 neu

speakers

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

leopold aschenbrenner

Founder of the investment firm Situational Awareness and author of a widely read essay series on artificial general intelligence and national security. Previously worked on the superalignment team at OpenAI.

ejaaz

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

quote

“he has an almost 9% position, so a 10% position of the fund in this thing called Astera Labs. Now, Astera Labs can be described as kind of like the connectivity layer between GPUs... the bottleneck stops becoming GPUs specifically, but it…”

—gavin baker

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Positron inference chips bet on the shift from pre-training to post-training compute

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Large QQQ put position hedges market-wide downside while staying long AI infrastructure

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Apple positioned to win on-device SLMs for privacy-sensitive enterprise AI

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SiFive (RISC-V) listed among key inference infrastructure bets

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ASML's EUV monopoly and 5-year backlog protect the semiconductor supply constraint

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SK Hynix exploits HBM pricing power with 70% margins and supply allocation over guarantees

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