Stages
Public Late Mid Early Acquired/Subsidiary
Revenue (est.)
10B+ 2B–10B 500M–2B 100M–500M 50M–100M 10M–50M 0–10M
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Stage Company Revenue Valuation Focus Products

Q1'26 Infra Play Portfolio

Directional bets on cloud infrastructure

Ticker Company Price Jan 1 YTD Target %

This portfolio represents directional bets and is not financial advice.

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