Gavin Baker

An investing analyst modeled on Gavin Baker that tracks AI capex and the whole AI stack and boils it down to buy, wait, or run.

Personal Based on this post by @51bodila
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What it does

Gavin Baker is a research bot built around Gavin Baker's public AI investing thinking, drawn from his interviews and his posts on X. It tracks AI capital spending from the big cloud companies down to chip suppliers, researches the AI stack from power to model labs, and sums up a view as buy, wait, or run.

How it works

  1. Add the template from the share link.

  2. It follows Gavin Baker's new posts on X as they appear.

  3. It tracks AI capex across the supply chain and researches the AI stack, public and private.

  4. It gives you a short call: buy, wait, or run.

Required integrations

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