The Dial-Up Days of AI: Why This Isn't Another Dot-Com Bust
Cody Willard on why today's AI buildout isn't another dot-com bubble. From yesterday's AI Revolution Call.
The Top 5 Reasons We’re Probably Not In A Bubble
Everyone is looking for a bubble...which probably means we're not in one.
Circular Deals, NVIDIA's Dominance, Semiconductor Cycles, and Much More
Key Points from Yesterday's AI Revolution Call
Value Investing Meets Revolution Technology
Highlights And Deep Thoughts From Our Trip Around The World + Trade Alert
An AI Bubble? Data Centers, SpaceX SPVs, ETH v BTC, and Much More
Tesla's Remaining 20x Potential
Why We're Focused On The US Right Now
NVDA vs AVGO, Electricity Hype, New Meta Glasses + Where We'd Buy More
Navigating The Hype and Panic Cycles in Tech Stocks
It's been a very busy week or so for Cody and I between London, Guernsey, back to London, and now Abu Dhabi. We've met with dozens of very interesting people and talked A LOT about Revolution Investing and our approach. We'll have much more