Calls
4
Tuhin Srivastava
Co-founder and CEO, Baseten
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$52.43
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Inference demand is experiencing explosive growth—about 100x over the past year—driven by broader AI adoption, reasoning models that consume more compute, and agentic applications that require lots of back-and-forth with models. More inference inevitably leads to more compute, and the massive US data center buildout is justified by serving a global market and the potential for enormous long-term value creation.
Thematic ETFs
Long
Jan 26
$171.25
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Chinese open-source AI models are not a blip. Multiple Chinese labs, including Alibaba’s Qwen, Zhipu’s GLM, DeepSeek, and Kimi, are producing models that are increasingly competitive with US closed-source frontier models, with a gap that is shrinking monthly. These models are very cost-efficient, strong at tool calling, customizable, and can be deployed inside enterprise VPCs for control and data privacy, driving real production adoption.
Retail & Mobility
Long
Jan 26
$399.45
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Supporting the AI application layer will require diversification across chips, not just Nvidia. The speaker sees real momentum in alternatives such as TPUs, AMD, and Huawei chips, and expects inference-specialized architectures to become a larger part of the next generation of AI hardware.
Thematic ETFs
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Tuhin Srivastava has 4 trade ideas tracked on Buzzberg across 7 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
