Alec Litowitz, Founder of Magnetar Capital and Qstar Capital

Alec Litowitz, Founder of Magnetar Capital and Qstar Capital – Alpha Exchange

Market views

Bullish

SPACEEX— Early investment in SpaceX based on irreversible opportunity and high optionality despite uncertainty, with recognition of Elon Musk's high adaptability quotient and potential for large right tail outcomes including Starlink and future opportunities.
COREWEAVE— Investment in CoreWeave's GPU data center infrastructure with Microsoft offtake contracts, structured as midstream asset with downside protection and upside participation, capitalizing on AI regime change and capital formation scarcity similar to energy infrastructure investments.
DATACENTER— Structural bullish view on data center infrastructure as a bottleneck in the fourth industrial revolution, with AI creating regime change at system level where production of knowledge becomes the new scarcity requiring massive capital formation.
AIMODELS— Structural view on AI as a regime change at system level (not just a tool), representing the fourth industrial revolution where production of knowledge becomes the key output, creating convergence of data, compute, and material science across multiple industries.

Not investment advice.