Social media investors lack direct access to company leaders, Gavin Baker notes

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Social media investors lack direct access to company leaders, Gavin Baker notes — Social investors lack management access

Gavin Baker, CIO at Atreides Management, observes that retail investors, Substack writers, Reddit users and accounts on X are becoming increasingly influential in the stock market.

However, Baker points out that these groups currently have no direct channels to engage with management teams of the companies they write about or invest in. He adds that these stakeholders have almost no ability to make their voices heard directly by corporate leadership.

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Baker has previously examined how higher token throughput and smarter models may expand revenue per gigawatt even as token prices drop. He has also highlighted TSM management's disciplined approach to capacity cycles. His analyses often focus on the mechanics of market participation and the role of management decisions in shaping outcomes.

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