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10 Sales Theses

Jul 17, 2026

Gavin Baker Just Bet $370 Million on a Two-Year-Old Chip Company. I Ran My Own Numbers.

Gavin Baker Just Bet $370 Million on a Two-Year-Old Chip Company. I Ran My Own Numbers.

Astera Labs...

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Credo Means "I Believe." Should You?

Credo Means "I Believe." Should You?

Gavin Baker just bought it. His own filings say: not yet, not ...

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