Trade Alert: Selling TCEHY, Nibbling on AAPL
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
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CRWV is NVDA's ICBM Pointed At The Hyperscalers
Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&
It's All About Tech? Always has been.
Trade Alert: A Little More Nibbling + CRWV Buy
Bryce here. Cody is on the road today but we wanted to send out a brief trade alert with the markets tanking again here today. We are covering some of the hedges that we bought earlier this week and we are nibbling on some Google (GOOG), Robinhood (HOOD), Pure Storage
