Transcripts - AMA
Here's the transcript from this week's Live Q&A Chat: June 18, 2024 Q. This morning’s bump made me punny. Do you have general thoughts on the direction of the Russell 2000 for the remainder of the calendar year?
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Bryce here. I hosted Chat this week since Cody was on the road. Here’s the transcript from this week’s Live Q&A Chat: Q. In general, are you still raising cash these days? Or have recent trims been only because of ‘normal’ trimming’? A. We are not
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Here’s the transcript from today’s Live Q&A Chat: Q. Thoughts on where the 10-year Treasury heads in the near term? A. I would expect the 10-year yield to hang around the 4.5% to 5% range for the next few months at least. If inflation ticks
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Here’s the transcript from today’s Live Q&A Chat: First, let’s address the elephant in the chat room — the Rocket Lab (RKLB) sell. Look, I hate selling it. I’ve had a lot of money, ego and time wrapped up in Rocket Lab and selling it
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The Republican-Democrat Regime has always borrowed as much money as possible and printed as much money as they think they can away with for my entire lifetime and it’s going to come back to roost someday, but I’m not sure it’s coming tomorrow.
Transcripts - AMA
The AI Revolution is driving hundreds of billions of dollars of incremental spending on data centers and the highest-end chips, and is likely to help profit margins in many industries in the next two to three years.
Revolution Investing Research
Writing these helps us crystalize our thoughts and be more objective with respect to each company. The AI score definitely plays a role in our overall investment thesis, as it encompasses a lot of the standard things that we evaluate with any company, like its Revolutionary rating, ability to scale.
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Apple will be asked about its AI strategies over and over on the earnings conference call and Timmy Apple (as Trump once called Tim Cook in public)
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I think most people will love their Cybertruck with its amazing technology, its functionality, and perhaps most of all, the fact that you can drive it around the countryside and not ding it from running over small trees or other obstacles.
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Then again, this FSD 12.3 software is so good that Tesla started giving a one-month free trial to every Tesla owner who wants it and Tesla is giving it free for one month and a personalized test drive with it to all people who are buying a new Tesla
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Here’s the transcript from this week’s Live Q&A Chat: Q. What is it going to take for the Fed to raise rates again? A. I like this question as it Flips It on the Fed’s head. Nobody is thinking that the Fed might have to
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