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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Revolutions "Trump" The Short Term
Cody is running through the most important Revolutions happening right now, plus how they fit in with current near-term economic backdrop.
Tesla Partisanship (Or Not), Apple's Siri Delay, GTLB Pressure, And Much More
The Revolutions Change, But Revolution Investing Doesn't
Trade Alert: How Quickly Things Can Change
We're doing some more nibbling today as the markets are crashing.