Silver and gold are both up today, silver up 4%, gold up 1%. We covered our common stock short position and still have nice gains on our puts. I am not doing anything with silver and gold today, but were silver to get back closer to $40 again, I’ll likely look to add to the net short again.
Back in a bit with a run down of all our positions.
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
What does the uniformity of agreement regarding AI mean for the markets and for us?