Episode Details
| Title | First principles Investing on scarce resources blockspace & attention with Shayon Sengupta | EP #142 |
|---|---|
| Date | 8/22/2024 |
| Podcast | Logan Jastremski Podcast ↗ |
Key Insights
Bullish:
- 🟢 $HNT - Helium is recognized as a pioneer in the infrastructure and application space, controlling a scarce resource.
- “Helium is sort of like the grandfather of what has now become this class of infrastructure combined with applications that everyone knows as deepens.” - Shayon (0:00)
- 🟢 $RNDR - 🔒
- 🟢 $PERP - 🔒
- 🟢 $JIDO - 🔒
- 🟢 $PETH - 🔒
- 🟢 $Unlonely - 🔒
- 🟢 $FIL - 🔒
- 🟢 $LifeBeard - 🔒
- 🟢 $SOL - 🔒
- 🟢 $DFLOW - 🔒
- 🟢 $Chunlei - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $OpenAI - 🔒
- 🟢 $ETH - 🔒
- 🟢 $LINK - 🔒
- 🟢 $SNX - 🔒
- 🟢 $AKAM - 🔒
- 🟢 $NET - 🔒
- 🟢 $TSLA - 🔒
- 🟢 $ASML - 🔒
- 🟢 $TSM - 🔒