Gaetano@Gaetano2026I originally laid out $P in the $70s on my Substack. Today it’s in the $140s. So, what changed? Everpure, formerly Pure Storage, helps businesses store and manage their data. My original thesis was that AI would make fast, accessible data more valuable, giving Everpure a
Gaetano@Gaetano2026$P is one of my newest positions What they do: > turns NAND into enterprise-grade data infrastructure > helps companies store, move, protect, and govern data > gives GPU clusters faster access to AI/HPC data > gives hyperscalers a dense flash architecture layer > targets the