Andrew M. Dai

{
  "version": "market-claims.v1",
  "claims": [
    {
      "id": "mcl_61f65e714877d99218",
      "url": "/trace/claims/mcl_61f65e714877d99218",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "As visual reasoning models learn to read engineering drawings and floor plans, the chips and foundation models underneath carry that load, and the firm supplying both sits at the center of the buildout.",
      "confidence": 0.72,
      "expert": {
        "slug": "andrewdai",
        "displayName": "Andrew M. Dai",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/dbfa9436-c",
        "url": "/trace/experts/andrewdai",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "EQUITY",
        "symbol": "NVDA",
        "name": "NVDA",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.youtube.com/watch?v=DfJFeqhfkuI&t=5607s",
        "sourceUrl": "https://youtube.com/watch?v=DfJFeqhfkuI",
        "timecode": "93:27",
        "startMs": 5607000,
        "endMs": null,
        "excerpt": "What do you think the cybersecurity analogy is for visual reasoning? Like cybersecurity is so equipped for text-based models. Coding agents, the entire cybersecurity threat can sort of be understood as a big string of text, more or less. Where do you think visual reasoning goes in terms of applications?"
      },
      "performance": {
        "entryPrice": 183.9,
        "currentPrice": null,
        "returnPct": null,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    }
  ],
  "nextCursor": null
}