Tech titan Philippe Laffont just dropped a major portfolio update—loading up on SpaceX, Micron, Cerebras, and Intel in Q2. He’s betting big on space as the next decade’s frontier, while also riding the AI chip wave. Micron looks undervalued amid soaring memory demand, but Intel’s late to the AI party and faces stiff competition. Meanwhile, Cerebras is a high-risk, high-reward play with cutting-edge tech and OpenAI backing. Not all chips are created equal—and Laffont knows it.
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