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Gavin Baker, Atreides Management
Thesis
Baker discusses the potential for companies impacted by AI in China, suggesting that there are opportunities to invest in this sector, although he does not specify a particular stock or price.
Did it work?
inconclusive
confidence: low
The thesis highlights potential investment opportunities in the AI sector in China but does not specify a particular stock or price target. Without specific price performance data or a defined time horizon, it's difficult to assess whether the thesis has played out. Therefore, the outcome remains uncertain.
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