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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Deep Sail Capital's Q1 drawdown was driven by late-quarter volatility but has since recovered. The manager views AI infrastructure capex as the dominant market force, projecting $660-690 billion annual spending by hyperscalers."
Deep Sail Capital's Q1 drawdown was driven by late-quarter volatility but has since recovered. The manager views AI infrastructure capex as the dominant market force, projecting $660-690 billion annual spending by hyperscalers. Key positions include defense technology leader Kraken Robotics and 5G equipment play AmpliTech Group, which forecasts 100% revenue growth in 2026 from secured contracts.
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