Fed Cuts, Cash Position, INTC Socialism, And Much More
The Important 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
Trade Alert + Chat Transcript + Where We'd Buy More Update
The Big Three Themes In Tech Stocks Right Now
Hedging Ideas, CRWV Earnings, ASTS, ETH, And Much More
Reflexive Thoughts And A Potential Opportunity In Software
Doing Some Trimming, Google, Latest Hedges, Etc
Here's the transcript from this week's Live Q&A Chat. Please note that we've been raising a little cash lately, trimming a little bit almost across the board. Easy does it.
The Timeline Of The Three Biggest Revolutions Of Our Lifetimes
I am, without a doubt, more excited than ever about The Tech Revolutions we are invested in — and about to invest in.
Cody As Fed Chair, CRWV Thoughts, and AI ETFs + Where We'd Buy More
