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A Couple Quick Thoughts for 2025
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
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.
Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.
Trade Alert
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Market outlook remains mixed as AI innovation provides support while crypto speculation raises concerns. Today's Q&A explores bubble risks, position management, and the psychology of missed opportunities, with strong warnings about current cryptocurrency market conditions.
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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 covering some of our favorite names like TSLA, NVDA, and CRWD, but there seems to be a lot more bullishness (especially in small caps) and that makes me think this market is probably set up for a pullback.
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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
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Latest Positions
We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.