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

Cody Willard

13 Jun 2024 — 7 min read

Photo by Ra Dragon / Unsplash

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?

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Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.