Pick of the Week - October 12, 2025

Groq (Not to be confused with Grok, the xAI chatbot)

Last Public Valuation: $6.9 billion (as of September 2025)

• Data center and inference infrastructure growth is going to be massive regardless of which model wins

• More vertical and niche providers have a shot at chipping away at the Nvidia market share in specific segments

• At ~$7B the company is an efficient way to get an asymmetric bet on the industry having multiple players, like the Lyft to Uber

Do you hold it? Not directly since I have not found an ideal source of access, but I do hold an evergreen fund that I believe has some exposure.

How long are you planning to hold it? Is it a short-term, medium-term, or long-term play? Ideally I can find that access and would hold for long (10+ years) term unless something in the market suggested it's peaked.

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Eric Cantor is co-founder and CEO at Vincent where he is making private market asset investing easier for the everyday investor. Eric is an experienced entrepreneur with two exits, and a global investor in more than 90 early-stage tech companies and a diverse set of alternative assets.

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