Richard Prati is an independent investor and former Wall Street technology research executive with nearly four decades of experience across semiconductors, infrastructure, networking, capital cycles, and technology infrastructure transitions. His work focuses on identifying structural bottleneck migrations — where value migrates across technology stacks as industries scale and infrastructure bottlenecks evolve. Recent research has centered on AI infrastructure, synchronization economics, optical networking, photonics, advanced packaging, and distributed compute architectures. Rather than focusing on quarterly narratives or momentum cycles, his analysis emphasizes long-duration infrastructure transitions, capital intensity, supply-chain asymmetries, manufacturing constraints, and the evolving hierarchy of technological bottlenecks. Richard previously co-founded American Technology Research, which was successfully exited in 2008. His investment experience spans public and private markets, with emphasis on special situations, secular infrastructure transitions, and underfollowed asymmetric opportunities. He holds a BS in Economics from Vanderbilt University and an MBA from the University of Rochester.
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