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3
Sarah Guo
Founder, Conviction
Винрейт
0.0%
доходность
-0.3%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 сен
$80.00
-0.2%
Sarah backed Sunday Robotics because Tony Zhao and Changyi have contributed many key robotics AI ideas and could solve robot generalization through clever, cheap real-world data collection. She believes general semi-humanoid robots will enter homes in beta at the end of this year or next, moving robotics from a question of if to when.
Тематические ETF
Лонг
01 сен
$546.00
-0.1%
Sarah says venture investing in semiconductor companies used to be a terrible business, but the market has changed because there is now consolidated at-scale demand for accelerators and supply-chain independence from big buyers that want alternatives to relying on TSMC. That changes the risk equation and makes semiconductor startups and venture-backed semi companies more attractive.
Тематические ETF
Лонг
01 сен
$44.40
-0.7%
Sarah frames AI compute as requiring energy independence: data centers need abundant power, cooling, and supply diversity. She is investing in nuclear energy, alternative chip architectures, and the data center labor gap, while also looking at data center builders and solar/battery installers because capacity buildout is the binding constraint.
Тематические ETF
Показано 3 из 3 коллов · сортировка по упоминаниям
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У Sarah Guo на Buzzberg отслеживается 3 торговых идей по 3 тикерам с сентября 2026. Чаще всего покрывает: SMH, URA, ROBO.
