Bryce Smith

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Earnings Previews: TMDX, PFE, and GOOG

We're hitting on the first three companies in our portfolio that are reporting this week.

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Patience Can Be Our Superpower

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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Trade Alert: The Most Revolutionary Chip Equipment Maker

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.

Earnings Previews: NFLX, TSM, TSLA, and AMZN

Earnings season is upon us and we have four stocks in the portfolio (NFLX, TSM, TSLA, and AMZN) that will report over the next two weeks. We are going to provide earnings previews for each stock.

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"We, Elon." Where Does Tesla Go From Here?

We're sticking with Tesla and continuing to bet on Elon's brilliance.

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Trade Alert: Two New Positions

We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.

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How The World Will Change In The Next 10,000 Days

Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.

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UAE/HK Takeaways Part III: My Big Four Investing Implications

tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.

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UAE/HK Takeaways Part II: China, And The Power Of The Status Quo

Maybe things won't change as quickly as everyone expects.

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Trade Alert: CRWD and LUNR

We're putting on small positions in CrowdStrike and Intuitive Machines.

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UAE/HK Takeaways Part I: Peace In The Middle East?

It's one of those unknown, unknowns that absolutely no one is thinking about right now.

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What To Expect This Fed Week

With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.