Fred Wilson

@fredwilson

I am a VC

16 forks

8 published takesReturn since start

AI Buildout Chokepoints
TSM · MU · ASML +13Real
+7.7%
since Aug 31 · 3 forks
Medicine 2045
VRTX · TMO · DHR +18Real
+7.7%
since Sep 2 · 9 forks
The East Compounds
TSM · ETH · INDA +16Real
0.0%
since Jul 27 · 4 forks
Socialist Repricing Barbell
GLD · ETH · VGK +12Real
−2.1%
since Sep 2
Solar Roofs, Battery Garages
ENPH · TSLA · ETN +11Real
−2.2%
since Jul 28
Crypto Rails, Not Coins
CRCL · V · CME +13Real
−3.9%
since Sep 22
Nuclear Baseload Renaissance
CEG · VST · CCJ +11Real
−6.5%
since Aug 31
Live Experience Scarcity Premium
LYV · BKNG · ABNB +11Realpracticed +2.6%
−10.1%
since Aug 14