Trade Alert: Selling TCEHY, Nibbling on AAPL
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
This Ain't Your Grandfather's Bubble
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.
What I learned from creating an economic matrix was both shocking and expected
Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.
Trade Alert: Deep Thoughts on Tesla, SpaceX and Elon
Cash Cushions, Non-YOLO Crypto Bets, And Much More
Market outlook remains mixed as AI innovation provides support while crypto speculation raises concerns. Today's Q&A explores bubble risks, position management, and the psychology of missed opportunities, with strong warnings about current cryptocurrency market conditions.
Trade Alert: pump.fun Is Everything That Is Wrong In Crypto Right Now (We're Short)
We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.
Minor Trade Alert + Chat Transcript With Too Many Names To Mention (p.s. That's Not Bullish)
We're covering some of our favorite names like TSLA, NVDA, and CRWD, but there seems to be a lot more bullishness (especially in small caps) and that makes me think this market is probably set up for a pullback.
Latest Positions: AI, Cloud, Social, and Cybersecurity Revolutions
We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
Latest Positions: Semiconductor and BioPharma Revolutions
We're updating our Revolutionary Ratings for NVDA, TSM, QCOM, PFE, and TMDX
Trade Alert: Raising Serious Cash Here As The Market Avarice And Theme Stocks Go Vertical
Latest Positions Part 1: TSLA, HOOD, NFLX, Bitcoin, and Space Stocks
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
NVIDIA's Three-Peat in Progress: The New "Bull" Dynasty of Wall Street
Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls