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Tesla Troubles, Software Weakness, Copper Hype, And Much More

Jun 13, 2024 — 7 min read

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 raising tons of cash right now. More just sitting tight and opportunistically trimming when stocks pop.

Q. What are your current top 5 positions?

We're analyzing the recent earnings reports and updating our long-term Revolution ratings for TSLA, HOOD, NFLX, IBIT, SpaceX, and LUNR.

Nvidia right here sort of reminds me of the 1995-96 Chicago Bulls

We are going into The Great Reset 2.0 with our portfolio and the markets at all time highs.

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