Revolution Investing Research
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.
Revolution Investing Research
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.
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We are adding some crypto shorts as the speculation and greed in this asset-class has gotten out of hand.
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We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
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We're updating our Revolutionary Ratings for NVDA, TSM, QCOM, PFE, and TMDX
Latest Positions
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.
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We are going into The Great Reset 2.0 with our portfolio and the markets at all time highs.
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Let's Not Get Too Infatuated With Elon, Tesla, or This Speculative Market Right Here, Right Now
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We picked up a few Pfizer calls. Plus check out our earnings previews for First Solar, Meta, and Apple.
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We're hitting on the first three companies in our portfolio that are reporting this week.
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Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
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We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.