jonahlupton

@jonahlupton

An institutional portfolio manager running FirstWaveFund, this creator specializes in identifying deeply undervalued, hyper-growth companies across AI infrastructure, memory, medtech, and emerging technology before the sell-side catches up. He combines proprietary financial modeling, alternative data tracking, expert network calls, and direct management access to build high-conviction, multi-year positions. Known for transparent, NFA-stamped deep dives and real-time portfolio updates, he is one of the most thorough and data-driven voices in growth investing on Twitter.