Retail Investor Interview - Babyfolio
How a software engineer turned concentrated AI infrastructure bets into a full-time investing career, and why he co-founded Edelbridge Alpha to do it alongside others.
Hello everyone! Welcome back to the Retail Investor Interview Series. Today I’m sharing the story and interview with Babyfolio. If you follow AI infrastructure, semiconductor, or data center investing on Substack or X, you’ve likely come across Babyfolio. He has been posting portfolio updates and trading commentary on X since the end of August 2025, but in mid-July 2026 he co-launched Edelbridge Alpha with two other investors, Daniel Koss and Alasdair Mann. In just twelve days, the new publication and its Discord community had already attracted over 1,000 paying members. His story is…
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