Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
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The Apple We Need Isn't The One We've Got
No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
From AI FUD to Tesla’s ASS: Hedging Strategies, Chinese Robots, and Much More
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
A Busted Up Google
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
Headed To Abu Dhabi, Dubai and Hong Kong (Plus Markets Commentary And A Little Put Selling)
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.