Gavin Baker on Muck Rack

Gavin Baker

Knoxville
As seen in: Medium, Forbes, Nature, Wiley Online Library, ESPN, Sports Illustrated, The Astronomical Journal, The Sacramento Bee, American Libraries, Harvard Magazine and
I'm a curious guy who loves exploring and learning. CHRIST IS, KING, LION, LAMB, GOD, MAN, SIN CONQUEROR. I do @bakerlabs

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投资大佬Gavin Baker最新观点：台积电"卡脖子"帮市场避免了AI泡沫，太空数据中心两年内见分晓，“现在100%该卖内存股”

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By Gavin Baker
| Tiger Sniff
近期，科技投资大佬Gavin Baker密集发声。他曾在富达管理超170亿美元资产，是半导体领域的资深投资人，如今在波士顿运营对冲基金Atreides Management。在2026年索恩（Sohn）投资大会以及最近他参与录制的《All-In Podcast》节目等多个场合，Baker抛出了一系列挑战市场共识的判断。 台积电每季只扩产5%，反成AI避雷针 这是Baker反复强调的核心判断。他认为，台积电的管理层是一群七十多岁的老人，经历过台湾半导体从追赶到超越英特尔的全过程，深知泡沫破裂的代价。所以无论英伟达CEO黄仁勋怎么催促，他们就是不肯快速扩产。 在2026年索恩投资大会上，Baker说：“黄仁勋每三个月去一次台积电，他们大概扩产5%。黄仁勋想让他们产能翻倍或者翻三倍。如果真能翻倍，英伟达明年大概能卖出1.5万亿美元甚至2万亿美元的芯片——我是认真的。”...
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Recent husky dump leads community to raise awareness

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By Gavin Baker
| Daily Item Verified
Valley residents are trying to convince local and state officials to enact tougher penalties on dog dumping after finding several huskies abandoned on Oct. 14. Mikki Anselmo of Northumberland and Missy Hunsberger discovered the dogs at the same time. They quickly decided to rescue the dogs which they believe were clearly dumped by someone — abandoned and left to roam like wild animals. "We went there without a game plan and hoped to figure something out when they got there," Mikki Anselmo said.
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Here. For Good helping dad of two

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By Gavin Baker
| Daily Item Verified
A dad raising two children sought out aid from the Salvation Army and it's 2024 Here. For Good. program this holiday season. Justin, who delivered newspaper for 16 years and enjoys sports and writing, is raising the children with his girlfriend. "I am pushing myself to be a better person," Justin said. "make myself further in this world." He plans to get his kids certain toys for Christmas — a Transformer for his boy and Barbie dolls for his girl. The Here. For Good.
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