Latest Positions: AI, Cloud, Social, and Cybersecurity Revolutions
We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
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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.
What I learned from creating an economic matrix was both shocking and expected
Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.