Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&
Bryce here. Cody is on the road today but we wanted to send out a brief trade alert with the markets tanking again here today. We are covering some of the hedges that we bought earlier this week and we are nibbling on some Google (GOOG), Robinhood (HOOD), Pure Storage
We're Back
We're doing some more nibbling today as the markets are crashing.
We're rounding out our Latest Positions updates.
We're running through our playbook for the Trump Tariff Trade War 2.0.
We're looking back at the collapse in crypto over the last three months plus updating our Revolutionary ratings/analyses of few more of our longs.