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…
saved by
related reading
- TheBigBerbowski (@TheBigBerbowski) on Xx.com
- “Build What’s Fundable” - by Kyle Harrison - Investing 101investing101.substack.com
- a16z: The Power Brokers - Not Boring by Packy McCormicknotboring.co
- Interview: How to educate yourself as an investor with Kris Abdelmessihmarketsentiment.co
- 30 Lessons at 30aletteraday.substack.com
- Everyone Is Still Undersizing the AI Market | Eric Vishriayoutube.com
- Letters to a Young Investor: Reid Hoffman on Airbnb and Stripethegeneralist.substack.com
- Philippe Laffont on the Intelligence Age, AI Infrastructure & the Model Race | CNBC Squawk Boxyoutube.com
- The Supply and Demand of AI Tokens | Dylan Patel Interviewyoutube.com
- Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like Ityoutube.com
- A Conversation with Josh Wolfe: Macro, Mentors, Motivation - Compound Manualmanual.compoundplanning.com
- Coatue's Philippe Laffont on SpaceX IPO, the AI Bubble, & Anthropic at $5 Trillionyoutube.com