A 24-year-old ex-OpenAI researcher with no fund experience grew his portfolio 20x in one year by betting on AI compute and memory — SanDisk up 817%, CoreWeave up 670%. His edge wasn't financial expertise; it was knowing what makes AI models run.
Podbit
From God Mode Podcast · Apr 18, 2026
A 24-year-old ex-OpenAI researcher with no fund experience grew his portfolio 20x in one year by betting on AI compute and memory — SanDisk up 817%, CoreWeave up 670%. His edge wasn't financial expertise; it was knowing what makes AI models run.
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