Trade Alert: How Quickly Things Can Change
We're doing some more nibbling today as the markets are crashing.
Bryce Smith
Latest Positions
Latest Positions: TSLA, Space, NFLX, and Bitcoin
We're rounding out our Latest Positions updates.
Trade Alert: Tariff Playbook (We've Been Here Before) + CRWD Trade
We're running through our playbook for the Trump Tariff Trade War 2.0.
Latest Positions
Latest Positions: The AI Software Revolution
Latest Positions
Crypto Washout + Latest Positions: Cloud/Social Revolutions
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.
Latest Positions
Latest Positions: The Semiconductor Revolution
We're running through our latest positions and updating our Revolutionary ratings.
Trade Alert: Swapping Data Names
Trade Alert: The Resurgence Of Fear
Where We'd Buy More Update + Deep AI Research
How Nvidia Revolutionized Computing Itself
Trade Alert: Buying Back This AI Winner
We are picking up some of one of our old names now that the accounting issue at the company seems to be mostly cleared up.
