Latest Positions: Mobility, Fintech, and Semis PLUS Trade Alert...
![Latest Positions: Mobility, Fintech, and Semis PLUS Trade Alert...](/content/images/size/w1200/2024/06/photo-1465447142348-e9952c393450.jpeg)
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
What does the uniformity of agreement regarding AI mean for the markets and for us?