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We're Back! GOOG Calls, CRWV Trims, Elon Backlash + Updated Where We'd Buy More List
If The AI Revolution impacts GDP the way we expect it to over the next 10-15 years, GDP growth will likely solve much of the US debt crisis. Meanwhile, we're trimming some CoreWeave after its rocket ride, staying bullish on our Top 5 (GOOG, META, NVDA, TSLA, TSM)
A More Serious World + Our Top 11 Takeaways From Asia
Trade Alert: Foot Off The Gas (And Headed to Asia)
We were steadily bullish and buying more throughout the panicky sell off last month even as most professionals were declaring an end to the US boom and preparing for a crash. As I noted in chat yesterday, we are simply taking the foot off the pedal here a bit.
New Sentiment Tracker + Chat Transcript + Where We'd Buy More Update
We built a new page on the site to track market sentiment
Trade Alert: Google, The End Of The Beginning
Google will move beyond information retrieval to become a true agent, a problem-solver, a creator, and a concierge.
Minor Trade Alert: Nibbling GOOG + Hong Kong/Taiwan Invite, Top 5 Positions, And Much More
What We Learned About AI Yesterday
The Top 5 Biggest Misunderstandings About The AI Revolution
Tariffs, Trump, Cybertrucks, Cody for President, And Much More
Our Models Prove It: AI Is Already The American Economy's Superman
There is a lot of FUD (fear, uncertainty, and doubt) surrounding The AI Revolution and the American economy more broadly right now. The many bearish macro themes dominating headlines these days – including tariffs, end of U.S. hegemony, collapsing dollar, recession, DOGE cuts, etc. – has resulted in a big pullback
Trade Alert: Staying On Our Toes
Bryce here. As Cody often reminds us, if you were losing sleep when things were down big on Monday or a couple weeks ago when people were panicking about another Black Monday or last week when people were predicting a New World Order wherein the USA would be on an