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.
Latest
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.
Hot Takes
Market Update + How Jensen Huang and Mark Zuckerberg See The Future of AI and VR/AR
Spoiler: We're looking at a world where billions of people walk around with AI-enabled smart glasses on their heads, and every company has its own custom AI agent, just like every company has its own website today.
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Our Fed Playbook: Fight the Fed
We explain why the "Don't fight the Fed" adage is a myth and detail how to set up our portfolio for what the Fed does next.
Video Gallery
The AI Revolution Call and the best ways to possibly invest in it!
John Deo has been working in this industry since soon after I met him in 1995 so it's close to 30 years of AI