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![neuracap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::81132855.png) Gagan Dhillon [@neuracap](/creator/twitter/neuracap) on x 10.5K followers
Created: 2025-07-23 13:31:20 UTC

Investors should allocate across cohorts, overweighting companies with strong data/tech moats and clear near‑term revenue inflection points (e.g., Tempus AI, Global‑e) while treating pure hardware platform risks (eVTOL, modular reactors) as higher‑beta conviction bets


XXX engagements

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[Post Link](https://x.com/neuracap/status/1948013061824188449)