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Latest Positions: NFLX, Tencent, Accenture, and Bitcoin
We're wrapping up the Latest Positions with NFLX, TCEHY, ACN, and IBIT.
Latest
aapl
Latest Positions: Trillionaires, and Biotech 3.0
Here's part II of our Latest Positions. We're talking AAPL, GOOG, AMZN, and META + TMDX and PFE
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Avoiding Cuteness; Semi Stocks; Bitcoin Funds; Jim, The Faultless Dog; Much More
We don’t want to be too darn cute by trying to time the top/Fed cut perfectly. I think raising some cash here is a good idea for most investors, and if stock markets spike into/when the Fed cuts, it probably would make sense to raise some more cash. Easy does it, though.
Trade Alert
Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
aapl
Nvidia Is Much More Than A Chipmaker, It's A Platform
Here's How The Nvidia Platform Will Propel The Company To Be The Apple Of The AI Revolution
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The Top 5 Reasons You Need To Be Invested In Revolutions
Here's WHY we stick with owning the best tech companies on the planet.
Transcripts - AMA
Rate Cut Rodeo, UBER Earnings, And Some Not-So-Soft Landings
We dive into the Fed's latest rate cut shenanigans, Tesla's rollercoaster future with robotaxis, and why Elon Musk's Twitter antics are giving us all a headache. From Google’s courtroom drama to Robinhood’s wild earnings, it's a financial circus you won't want to miss!
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What's The Playbook Here?
Most market participants seem lost right now. Let's set forth a framework to make sure we're not!
Trade Alert
Markets In Panic Mode
It looks like we are finally getting the washout in tech stocks, small caps, commodities, and especially crypto, that we have been talking about for much of this year.
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Intel’s Foundry Losses, RKLB v. RDW, And The Town With The Best Mexican Food In The World!
I’ll leave you with a picture of a Cybertruck with a black wrap that I saw charging here in Las Cruces at one of Tesla’s Superchargers. The owner was from California and he was heading to Austin to watch the eclipse with his kids/grandkids.
Trade Alert
Midday Update + Minor Trade Alerts
A couple small trade alerts into today's ugly action.
Transcripts - AMA
Recession Playbook, PFE Earnings, NVDA's Moat, And Much More
We hit on the sectors of the economy that are probably already in a recession, Pfizer's earnings results, and NVIDIA's competitive edge.