"There's a lot of shady stuff happening, it feels like." Atreides Management's @gavinsbaker worries about the "bottleneck bros": "Until the bottleneck bros and AI came along, there was not a lot happening in public small-cap land." "It does feel a little weird to me that you can have a large following on social media, outline your thesis in a $35M market cap company, and send it up like 1,000%. There's a lot of that going on."