Thomas is a community member known for deep technical knowledge of AI chip architecture and the semiconductor value chain. He runs a concentrated portfolio (nearly 100% AMD) with small positions in Tesla and ImmunityBio. He uses AI coding agents extensively in his workflow and has a background in self-taught AI/math coursework that led to his investment thesis.
AMD's chiplet architecture provides superior modularity for inference workloads, enabling circuit-level optimization that monolithic designs cannot match. The CPU-GPU integration advantage becomes critical as agent architectures shift workload to CPUs, and OpenAI's reported $100B chip deal signals recognition of AMD's strategic position.
ImmunityBio's IL-15 pathway therapy allegedly jacks up T and NK cell counts, rejuvenating the immune system — a foundational biological pathway analogous to Nvidia's role in GPU compute. Thomas considers allocating $200K based on intuitive conviction.
Hims combines exhaustive biomarker testing (top-of-funnel data) with industrial-scale fulfillment of personalized molecules, acquiring customers through acute needs (ED, hair loss) then funneling into preventive biomarker subscriptions. This bottoms-up model disrupts top-down healthcare.