The Top 5 Reasons We’re Probably Not In A Bubble
Everyone is looking for a bubble...which probably means we're not in one.
Why We're Focused On The US Right Now
NVDA vs AVGO, Electricity Hype, New Meta Glasses + Where We'd Buy More
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
Navigating The Hype and Panic Cycles in Tech Stocks
It's been a very busy week or so for Cody and I between London, Guernsey, back to London, and now Abu Dhabi. We've met with dozens of very interesting people and talked A LOT about Revolution Investing and our approach. We'll have much more
Trade Alert: A New Space Name
Trade Alert (A New AI Name) + No Chat Next Week + Cody on CNBC 9/15
Google ATHs, Software vs Semis, Macrohard, And Much More
Why We Stick To The Revolution Investing Playbook
There isn't one right way to invest. As we might say in rural New Mexico, "There are more ways than one to skin a cat." Warren Buffett, George Soros, Jim Simons, Peter Lynch, and Paul Tudor Jones radically diverged in their approaches to investing, and all
Fed Cuts, Cash Position, INTC Socialism, And Much More
The Importance Of Understanding Valuations In A Revolution Investing Framework
We expect to make historic gains in many of our positions as The AI Revolution moves ever more toward Artificial General Intelligence and eventually onward on the spectrum toward Artificial Super Intelligence and as the Robotics and Space Revolutions hit full stride over the next few years too.
TWLO + VOYG Analysis
